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Atria Investments, Inc: MTUM position timeline

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

Atria Investments, Inc held 60,694 MTUM 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 60,694 shares
    Change vs previous 13F -80,250 shares

    0.19% of the 13F portfolio, value $19,260,736.

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

  2. period ended2026-06-30
    13F 140,944 shares
    Change vs previous 13F -5,336 shares

    0.48% of the 13F portfolio, value $48,319,806.

    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 146,280 shares
    Change vs previous 13F +11,527 shares

    0.39% of the 13F portfolio, value $35,105,809.

    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 134,753 shares
    Change vs previous 13F +36,422 shares

    0.38% of the 13F portfolio, value $33,730,140.

    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 98,331 shares
    Change vs previous 13F +5,573 shares

    0.29% of the 13F portfolio, value $25,217,024.

    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 92,758 shares
    Change vs previous 13F +2,956 shares

    0.26% of the 13F portfolio, value $22,291,614.

    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 89,802 shares
    Change vs previous 13F +1,703 shares

    0.23% of the 13F portfolio, value $18,151,653.

    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 88,099 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $18,229,421.

    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).