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Atria Investments, Inc: UFPI position timeline

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

Atria Investments, Inc held 13,303 UFPI 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 13,303 shares
    Change vs previous 13F +5,292 shares

    0.01% of the 13F portfolio, value $1,027,293.

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

  2. period ended2026-06-30
    13F 8,011 shares
    Change vs previous 13F -5,999 shares

    0.01% of the 13F portfolio, value $726,928.

    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 14,010 shares
    Change vs previous 13F +1,112 shares

    0.01% of the 13F portfolio, value $1,290,614.

    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 12,898 shares
    Change vs previous 13F -794 shares

    0.01% of the 13F portfolio, value $1,174,396.

    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 13,692 shares
    Change vs previous 13F -2,624 shares

    0.01% of the 13F portfolio, value $1,280,072.

    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 16,316 shares
    Change vs previous 13F +251 shares

    0.02% of the 13F portfolio, value $1,621,149.

    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 16,065 shares
    Change vs previous 13F +3,474 shares

    0.02% of the 13F portfolio, value $1,719,581.

    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 12,591 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,418,338.

    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).