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Disclosery

Atria Investments, Inc: UBSI position timeline

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

Atria Investments, Inc held 37,599 UBSI 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 37,599 shares
    Change vs previous 13F -265 shares

    0.02% of the 13F portfolio, value $1,727,284.

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

  2. period ended2026-06-30
    13F 37,864 shares
    Change vs previous 13F -1,558 shares

    0.02% of the 13F portfolio, value $1,735,307.

    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 39,422 shares
    Change vs previous 13F -663 shares

    0.02% of the 13F portfolio, value $1,632,858.

    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 40,085 shares
    Change vs previous 13F -129 shares

    0.02% of the 13F portfolio, value $1,539,269.

    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 40,214 shares
    Change vs previous 13F -14,372 shares

    0.02% of the 13F portfolio, value $1,496,349.

    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 54,586 shares
    Change vs previous 13F +12,756 shares

    0.02% of the 13F portfolio, value $1,988,568.

    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 41,830 shares
    Change vs previous 13F +4,352 shares

    0.02% of the 13F portfolio, value $1,450,244.

    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 37,478 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,407,303.

    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).