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Disclosery

Atria Investments, Inc: MORN position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Atria Investments, Inc on MORN, newest first. How the timeline and the estimate are built.

Atria Investments, Inc held 6,942 MORN shares at 2026-09-30 per its 13F-HR filed 2026-10-15.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 6,942 shares
    Change vs previous 13F +4,423 shares

    0.01% of the 13F portfolio, value $1,319,339.

    13F-HR 0001535865-26-000012 filed by Atria Investments, Inc
    Accepted , ingested

  2. period ended2026-06-30
    13F 2,519 shares
    Change vs previous 13F +380 shares

    <0.01% of the 13F portfolio, value $393,049.

    13F-HR 0001535865-26-000010 filed by Atria Investments, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 2,139 shares
    Change vs previous 13F -158 shares

    <0.01% of the 13F portfolio, value $361,630.

    13F-HR 0001535865-26-000005 filed by Atria Investments, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 2,297 shares
    Change vs previous 13F -439 shares

    0.01% of the 13F portfolio, value $499,197.

    13F-HR 0001535865-26-000003 filed by Atria Investments, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 2,736 shares
    Change vs previous 13F -207 shares

    0.01% of the 13F portfolio, value $634,803.

    13F-HR 0001535865-25-000016 filed by Atria Investments, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 2,943 shares
    Change vs previous 13F -14 shares

    0.01% of the 13F portfolio, value $923,913.

    13F-HR 0001535865-25-000014 filed by Atria Investments, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 2,957 shares
    Change vs previous 13F -297 shares

    0.01% of the 13F portfolio, value $886,623.

    13F-HR 0001535865-25-000009 filed by Atria Investments, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 3,254 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,095,903.

    13F-HR 0001535865-25-000002 filed by Atria Investments, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).