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Disclosery

Atria Investments, Inc: UGI position timeline

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

Atria Investments, Inc held 26,401 UGI 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 26,401 shares
    Change vs previous 13F -2,589 shares

    0.01% of the 13F portfolio, value $941,740.

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

  2. period ended2026-06-30
    13F 28,990 shares
    Change vs previous 13F +4,743 shares

    0.01% of the 13F portfolio, value $1,001,319.

    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 24,247 shares
    Change vs previous 13F -1,389 shares

    0.01% of the 13F portfolio, value $883,067.

    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 25,636 shares
    Change vs previous 13F -14,038 shares

    0.01% of the 13F portfolio, value $959,570.

    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 39,674 shares
    Change vs previous 13F +10,335 shares

    0.02% of the 13F portfolio, value $1,319,542.

    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 29,339 shares
    Change vs previous 13F -34,431 shares

    0.01% of the 13F portfolio, value $1,068,522.

    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 63,770 shares
    Change vs previous 13F +34,235 shares

    0.03% of the 13F portfolio, value $2,108,863.

    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 29,535 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $833,777.

    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).