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Disclosery

Atria Investments, Inc: MUB position timeline

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

Atria Investments, Inc held 146,164 MUB 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 146,164 shares
    Change vs previous 13F +29,835 shares

    0.14% of the 13F portfolio, value $14,777,170.

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

  2. period ended2026-06-30
    13F 116,329 shares
    Change vs previous 13F +15,969 shares

    0.13% of the 13F portfolio, value $12,519,349.

    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 100,360 shares
    Change vs previous 13F +1,235 shares

    0.12% of the 13F portfolio, value $10,653,225.

    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 99,125 shares
    Change vs previous 13F +17,814 shares

    0.12% of the 13F portfolio, value $10,617,297.

    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 81,311 shares
    Change vs previous 13F -5,836 shares

    0.1% of the 13F portfolio, value $8,658,840.

    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 87,147 shares
    Change vs previous 13F -14,445 shares

    0.11% of the 13F portfolio, value $9,105,090.

    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 101,592 shares
    Change vs previous 13F +1,825 shares

    0.14% of the 13F portfolio, value $10,711,889.

    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 99,767 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $10,630,203.

    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).