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Disclosery

Atria Investments, Inc: UBS position timeline

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

Atria Investments, Inc held 62,176 UBS 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 62,176 shares
    Change vs previous 13F +14,563 shares

    0.03% of the 13F portfolio, value $2,992,520.

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

  2. period ended2026-06-30
    13F 47,613 shares
    Change vs previous 13F +12,930 shares

    0.02% of the 13F portfolio, value $2,359,689.

    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 34,683 shares
    Change vs previous 13F -6,402 shares

    0.02% of the 13F portfolio, value $1,355,083.

    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 41,085 shares
    Change vs previous 13F +2,122 shares

    0.02% of the 13F portfolio, value $1,902,668.

    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 38,963 shares
    Change vs previous 13F +805 shares

    0.02% of the 13F portfolio, value $1,597,476.

    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 38,158 shares
    Change vs previous 13F -18,402 shares

    0.02% of the 13F portfolio, value $1,290,504.

    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 56,560 shares
    Change vs previous 13F +8,743 shares

    0.02% of the 13F portfolio, value $1,732,433.

    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 47,817 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,449,802.

    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).