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Disclosery

Atria Investments, Inc: MSI position timeline

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

Atria Investments, Inc held 19,796 MSI 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 19,796 shares
    Change vs previous 13F -1,480 shares

    0.08% of the 13F portfolio, value $8,221,134.

    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 21,276 shares
    Change vs previous 13F +9,306 shares

    0.1% of the 13F portfolio, value $9,233,311.

    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 11,970 shares
    Change vs previous 13F -2,027 shares

    0.05% of the 13F portfolio, value $4,588,394.

    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 13,997 shares
    Change vs previous 13F -411 shares

    0.07% of the 13F portfolio, value $6,400,517.

    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 14,408 shares
    Change vs previous 13F +70 shares

    0.07% of the 13F portfolio, value $6,057,998.

    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 14,338 shares
    Change vs previous 13F +735 shares

    0.08% of the 13F portfolio, value $6,277,326.

    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 13,603 shares
    Change vs previous 13F +1,559 shares

    0.08% of the 13F portfolio, value $6,287,738.

    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 12,044 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $5,415,533.

    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).