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Disclosery

Atria Investments, Inc: MRK position timeline

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

Atria Investments, Inc held 198,693 MRK 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 198,693 shares
    Change vs previous 13F +8,400 shares

    0.28% of the 13F portfolio, value $28,872,086.

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

  2. period ended2026-06-30
    13F 190,293 shares
    Change vs previous 13F -4,124 shares

    0.24% of the 13F portfolio, value $24,452,667.

    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 194,417 shares
    Change vs previous 13F +13,429 shares

    0.26% of the 13F portfolio, value $23,386,428.

    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 180,988 shares
    Change vs previous 13F +1,339 shares

    0.22% of the 13F portfolio, value $19,050,824.

    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 179,649 shares
    Change vs previous 13F -9,729 shares

    0.17% of the 13F portfolio, value $15,077,929.

    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 189,378 shares
    Change vs previous 13F +3,917 shares

    0.18% of the 13F portfolio, value $14,991,198.

    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 185,461 shares
    Change vs previous 13F -49,315 shares

    0.21% of the 13F portfolio, value $16,646,967.

    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 234,776 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $23,355,519.

    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).