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Atria Investments, Inc: UMBF position timeline

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

Atria Investments, Inc held 15,729 UMBF 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 15,729 shares
    Change vs previous 13F -312 shares

    0.02% of the 13F portfolio, value $2,044,955.

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

  2. period ended2026-06-30
    13F 16,041 shares
    Change vs previous 13F +685 shares

    0.02% of the 13F portfolio, value $2,289,973.

    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 15,356 shares
    Change vs previous 13F -1,446 shares

    0.02% of the 13F portfolio, value $1,731,950.

    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 16,802 shares
    Change vs previous 13F +352 shares

    0.02% of the 13F portfolio, value $1,932,935.

    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 16,450 shares
    Change vs previous 13F +677 shares

    0.02% of the 13F portfolio, value $1,946,872.

    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 15,773 shares
    Change vs previous 13F +299 shares

    0.02% of the 13F portfolio, value $1,658,722.

    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 15,474 shares
    Change vs previous 13F +7,068 shares

    0.02% of the 13F portfolio, value $1,564,405.

    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 8,406 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $948,657.

    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).