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Disclosery

Atria Investments, Inc: MSEX position timeline

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

Atria Investments, Inc held 5,709 MSEX 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 5,709 shares
    Change vs previous 13F +114 shares

    <0.01% of the 13F portfolio, value $302,404.

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

  2. period ended2026-06-30
    13F 5,595 shares
    Change vs previous 13F +1,123 shares

    <0.01% of the 13F portfolio, value $314,237.

    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 4,472 shares
    Change vs previous 13F +235 shares

    <0.01% of the 13F portfolio, value $232,773.

    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 4,237 shares
    Change vs previous 13F -197 shares

    <0.01% of the 13F portfolio, value $213,611.

    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 4,434 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $239,957.

    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).