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Atria Investments, Inc: UAPR position timeline

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

Atria Investments, Inc held 14,077 UAPR 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 14,077 shares
    Change vs previous 13F +45 shares

    <0.01% of the 13F portfolio, value $494,311.

    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 14,032 shares
    Change vs previous 13F +796 shares

    0.01% of the 13F portfolio, value $468,248.

    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 13,236 shares
    Change vs previous 13F +675 shares

    <0.01% of the 13F portfolio, value $433,744.

    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 12,561 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $403,711.

    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).