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Disclosery

Atria Investments, Inc: UAL position timeline

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

Atria Investments, Inc held 11,974 UAL shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,974 shares
    Change vs previous 13F -8,609 shares

    0.02% of the 13F portfolio, value $1,628,344.

    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).

  2. period ended2026-03-31
    13F 20,583 shares
    Change vs previous 13F +1,491 shares

    0.02% of the 13F portfolio, value $1,895,077.

    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).

  3. period ended2025-12-31
    13F 19,092 shares
    Change vs previous 13F +364 shares

    0.02% of the 13F portfolio, value $2,134,867.

    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).

  4. period ended2025-09-30
    13F 18,728 shares
    Change vs previous 13F -9,755 shares

    0.02% of the 13F portfolio, value $1,807,252.

    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).

  5. period ended2025-06-30
    13F 28,483 shares
    Change vs previous 13F +3,978 shares

    0.03% of the 13F portfolio, value $2,268,101.

    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).

  6. period ended2025-03-31
    13F 24,505 shares
    Change vs previous 13F +13,201 shares

    0.02% of the 13F portfolio, value $1,692,070.

    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).

  7. period ended2024-12-31
    13F 11,304 shares
    Change vs previous 13F +7,196 shares

    0.01% of the 13F portfolio, value $1,097,618.

    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).

  8. period ended2024-09-30
    13F 4,108 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $234,402.

    13F-HR 0001535865-24-000019 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).