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Disclosery

Atria Investments, Inc: MTN position timeline

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

Atria Investments, Inc held 10,536 MTN 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 10,536 shares
    Change vs previous 13F +3,713 shares

    0.01% of the 13F portfolio, value $1,445,336.

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

  2. period ended2026-06-30
    13F 6,823 shares
    Change vs previous 13F +263 shares

    0.01% of the 13F portfolio, value $928,951.

    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 6,560 shares
    Change vs previous 13F +729 shares

    0.01% of the 13F portfolio, value $841,834.

    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 5,831 shares
    Change vs previous 13F -1,344 shares

    0.01% of the 13F portfolio, value $774,415.

    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 7,175 shares
    Change vs previous 13F -98 shares

    0.01% of the 13F portfolio, value $1,073,121.

    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 7,273 shares
    Change vs previous 13F +38 shares

    0.01% of the 13F portfolio, value $1,142,885.

    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 7,235 shares
    Change vs previous 13F +258 shares

    0.01% of the 13F portfolio, value $1,157,737.

    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 6,977 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,307,750.

    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).