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Disclosery

Atria Investments, Inc: UNM position timeline

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

Atria Investments, Inc held 7,888 UNM 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 7,888 shares
    Change vs previous 13F +227 shares

    0.01% of the 13F portfolio, value $692,020.

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

  2. period ended2026-06-30
    13F 7,661 shares
    Change vs previous 13F +725 shares

    0.01% of the 13F portfolio, value $684,913.

    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 6,936 shares
    Change vs previous 13F +1,418 shares

    0.01% of the 13F portfolio, value $506,554.

    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 5,518 shares
    Change vs previous 13F -281 shares

    <0.01% of the 13F portfolio, value $427,619.

    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 5,799 shares
    Change vs previous 13F -7,620 shares

    0.01% of the 13F portfolio, value $451,079.

    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 13,419 shares
    Change vs previous 13F +8,697 shares

    0.01% of the 13F portfolio, value $1,083,711.

    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 4,722 shares
    Change vs previous 13F -237 shares

    <0.01% of the 13F portfolio, value $384,626.

    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 4,959 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $362,139.

    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).