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Atria Investments, Inc: MUFG position timeline

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

Atria Investments, Inc held 219,426 MUFG 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 219,426 shares
    Change vs previous 13F -16,712 shares

    0.05% of the 13F portfolio, value $5,062,154.

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

  2. period ended2026-06-30
    13F 236,138 shares
    Change vs previous 13F -26,987 shares

    0.05% of the 13F portfolio, value $4,696,781.

    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 263,125 shares
    Change vs previous 13F -5,115 shares

    0.05% of the 13F portfolio, value $4,465,231.

    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 268,240 shares
    Change vs previous 13F +18,659 shares

    0.05% of the 13F portfolio, value $4,254,293.

    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 249,581 shares
    Change vs previous 13F -20,253 shares

    0.05% of the 13F portfolio, value $3,978,328.

    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 269,834 shares
    Change vs previous 13F -54,303 shares

    0.04% of the 13F portfolio, value $3,702,121.

    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 324,137 shares
    Change vs previous 13F -14,943 shares

    0.06% of the 13F portfolio, value $4,417,982.

    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 339,080 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $3,974,022.

    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).