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Disclosery

Atria Investments, Inc: UHAL-B position timeline

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

Atria Investments, Inc held 19,213 UHAL-B 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 19,213 shares
    Change vs previous 13F +346 shares

    0.01% of the 13F portfolio, value $1,015,407.

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

  2. period ended2026-06-30
    13F 18,867 shares
    Change vs previous 13F -50 shares

    0.01% of the 13F portfolio, value $1,088,626.

    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 18,917 shares
    Change vs previous 13F +657 shares

    0.01% of the 13F portfolio, value $845,022.

    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 18,260 shares
    Change vs previous 13F +2,319 shares

    0.01% of the 13F portfolio, value $853,472.

    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 15,941 shares
    Change vs previous 13F -2,175 shares

    0.01% of the 13F portfolio, value $811,397.

    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 18,116 shares
    Change vs previous 13F +898 shares

    0.01% of the 13F portfolio, value $984,967.

    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 17,218 shares
    Change vs previous 13F +239 shares

    0.01% of the 13F portfolio, value $1,018,961.

    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 16,979 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,087,505.

    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).