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Disclosery

Atria Investments, Inc: MTZ position timeline

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

Atria Investments, Inc held 2,779 MTZ 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 2,779 shares
    Change vs previous 13F -3,047 shares

    0.01% of the 13F portfolio, value $593,650.

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

  2. period ended2026-06-30
    13F 5,826 shares
    Change vs previous 13F -231 shares

    0.02% of the 13F portfolio, value $2,423,966.

    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 6,057 shares
    Change vs previous 13F +1,893 shares

    0.02% of the 13F portfolio, value $1,948,779.

    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 4,164 shares
    Change vs previous 13F +476 shares

    0.01% of the 13F portfolio, value $905,129.

    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 3,688 shares
    Change vs previous 13F -434 shares

    0.01% of the 13F portfolio, value $784,843.

    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 4,122 shares
    Change vs previous 13F +589 shares

    0.01% of the 13F portfolio, value $702,512.

    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 3,533 shares
    Change vs previous 13F +219 shares

    0.01% of the 13F portfolio, value $412,336.

    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 3,314 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $451,168.

    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).