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Disclosery

Atria Investments, Inc: UPS position timeline

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

Atria Investments, Inc held 38,538 UPS 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 38,538 shares
    Change vs previous 13F -2,355 shares

    0.04% of the 13F portfolio, value $3,600,957.

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

  2. period ended2026-06-30
    13F 40,893 shares
    Change vs previous 13F +1,309 shares

    0.04% of the 13F portfolio, value $4,396,051.

    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 39,584 shares
    Change vs previous 13F -6,850 shares

    0.04% of the 13F portfolio, value $3,894,263.

    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 46,434 shares
    Change vs previous 13F +10,169 shares

    0.05% of the 13F portfolio, value $4,605,784.

    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 36,265 shares
    Change vs previous 13F -15,147 shares

    0.03% of the 13F portfolio, value $3,029,256.

    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 51,412 shares
    Change vs previous 13F -4,123 shares

    0.06% of the 13F portfolio, value $5,189,509.

    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 55,535 shares
    Change vs previous 13F -12,524 shares

    0.08% of the 13F portfolio, value $6,108,302.

    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 68,059 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $8,582,191.

    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).