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Disclosery

Atria Investments, Inc: UNH position timeline

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

Atria Investments, Inc held 75,981 UNH 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 75,981 shares
    Change vs previous 13F +4,141 shares

    0.27% of the 13F portfolio, value $27,890,993.

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

  2. period ended2026-06-30
    13F 71,840 shares
    Change vs previous 13F +10,887 shares

    0.3% of the 13F portfolio, value $29,858,710.

    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 60,953 shares
    Change vs previous 13F +2,538 shares

    0.18% of the 13F portfolio, value $16,493,288.

    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 58,415 shares
    Change vs previous 13F -1,106 shares

    0.22% of the 13F portfolio, value $19,283,329.

    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 59,521 shares
    Change vs previous 13F +4,105 shares

    0.23% of the 13F portfolio, value $20,552,647.

    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 55,416 shares
    Change vs previous 13F -19,002 shares

    0.2% of the 13F portfolio, value $17,288,017.

    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 74,418 shares
    Change vs previous 13F -144 shares

    0.5% of the 13F portfolio, value $38,976,665.

    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 74,562 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $37,717,982.

    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).