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Disclosery

Atria Investments, Inc: MTGP position timeline

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

Atria Investments, Inc held 96,208 MTGP 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 96,208 shares
    Change vs previous 13F -28,527 shares

    0.04% of the 13F portfolio, value $4,248,954.

    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 124,735 shares
    Change vs previous 13F -835 shares

    0.06% of the 13F portfolio, value $5,513,525.

    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 125,570 shares
    Change vs previous 13F -11,550 shares

    0.06% of the 13F portfolio, value $5,593,532.

    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 137,120 shares
    Change vs previous 13F +17,747 shares

    0.07% of the 13F portfolio, value $6,109,330.

    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 119,373 shares
    Change vs previous 13F +6,976 shares

    0.06% of the 13F portfolio, value $5,301,335.

    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 112,397 shares
    Change vs previous 13F -3,070 shares

    0.06% of the 13F portfolio, value $4,925,821.

    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 115,467 shares
    Change vs previous 13F +18,122 shares

    0.06% of the 13F portfolio, value $4,988,128.

    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 97,345 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $4,388,317.

    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).