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Atria Investments, Inc: MSFT position timeline

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

Atria Investments, Inc held 349,531 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 349,531 shares
    Change vs previous 13F -29,427 shares

    1.31% of the 13F portfolio, value $130,381,898.

    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).

  2. period ended2026-03-31
    13F 378,958 shares
    Change vs previous 13F -29,439 shares

    1.57% of the 13F portfolio, value $140,278,951.

    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).

  3. period ended2025-12-31
    13F 408,397 shares
    Change vs previous 13F -18,296 shares

    2.24% of the 13F portfolio, value $197,508,812.

    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).

  4. period ended2025-09-30
    13F 426,693 shares
    Change vs previous 13F +1,944 shares

    2.53% of the 13F portfolio, value $221,005,687.

    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).

  5. period ended2025-06-30
    13F 424,749 shares
    Change vs previous 13F +6,046 shares

    2.49% of the 13F portfolio, value $211,274,421.

    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).

  6. period ended2025-03-31
    13F 418,703 shares
    Change vs previous 13F -13,532 shares

    2.01% of the 13F portfolio, value $157,176,785.

    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).

  7. period ended2024-12-31
    13F 432,235 shares
    Change vs previous 13F -6,220 shares

    2.27% of the 13F portfolio, value $182,187,007.

    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).

  8. period ended2024-09-30
    13F 438,455 shares
    Change vs previous 13F not available

    2.34% of the 13F portfolio, value $188,667,162.

    13F-HR 0001535865-24-000019 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).