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Disclosery

Atria Investments, Inc: UL position timeline

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

Atria Investments, Inc held 98,329 UL 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 98,329 shares
    Change vs previous 13F +4,506 shares

    0.06% of the 13F portfolio, value $5,971,522.

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

  2. period ended2026-06-30
    13F 93,823 shares
    Change vs previous 13F -5,563 shares

    0.06% of the 13F portfolio, value $5,640,658.

    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 99,386 shares
    Change vs previous 13F +19,462 shares

    0.06% of the 13F portfolio, value $5,662,021.

    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 79,924 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $5,227,030.

    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).