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Disclosery

Atria Investments, Inc: UMC position timeline

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

Atria Investments, Inc held 24,219 UMC 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 24,219 shares
    Change vs previous 13F +674 shares

    0.01% of the 13F portfolio, value $593,123.

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

  2. period ended2026-06-30
    13F 23,545 shares
    Change vs previous 13F +2,788 shares

    0.01% of the 13F portfolio, value $640,670.

    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 20,757 shares
    Change vs previous 13F +4,787 shares

    <0.01% of the 13F portfolio, value $186,401.

    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 15,970 shares
    Change vs previous 13F -97 shares

    <0.01% of the 13F portfolio, value $125,528.

    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 16,067 shares
    Change vs previous 13F -4,337 shares

    <0.01% of the 13F portfolio, value $121,788.

    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 20,404 shares
    Change vs previous 13F -86 shares

    <0.01% of the 13F portfolio, value $156,093.

    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 20,490 shares
    Change vs previous 13F +7,072 shares

    <0.01% of the 13F portfolio, value $146,502.

    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 13,418 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $87,085.

    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).