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Atria Investments, Inc: UPSD position timeline

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

Atria Investments, Inc held 28,943 UPSD 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 28,943 shares
    Change vs previous 13F +1,922 shares

    0.01% of the 13F portfolio, value $864,276.

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

  2. period ended2026-06-30
    13F 27,021 shares
    Change vs previous 13F +1,092 shares

    0.01% of the 13F portfolio, value $761,990.

    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 25,929 shares
    Change vs previous 13F +8,086 shares

    0.01% of the 13F portfolio, value $661,192.

    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 17,843 shares
    Change vs previous 13F -12 shares

    0.01% of the 13F portfolio, value $477,846.

    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 17,855 shares
    Change vs previous 13F +2,514 shares

    0.01% of the 13F portfolio, value $476,109.

    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 15,341 shares
    Change vs previous 13F +471 shares

    <0.01% of the 13F portfolio, value $379,268.

    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 14,870 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $344,406.

    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).