Skip to content
Disclosery

Atria Investments, Inc: URI position timeline

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

Atria Investments, Inc held 4,931 URI shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,931 shares
    Change vs previous 13F -336 shares

    0.06% of the 13F portfolio, value $5,585,988.

    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).

  2. period ended2026-03-31
    13F 5,267 shares
    Change vs previous 13F +376 shares

    0.04% of the 13F portfolio, value $3,837,653.

    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).

  3. period ended2025-12-31
    13F 4,891 shares
    Change vs previous 13F +36 shares

    0.04% of the 13F portfolio, value $3,958,223.

    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).

  4. period ended2025-09-30
    13F 4,855 shares
    Change vs previous 13F +147 shares

    0.05% of the 13F portfolio, value $4,634,553.

    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).

  5. period ended2025-06-30
    13F 4,708 shares
    Change vs previous 13F +47 shares

    0.04% of the 13F portfolio, value $3,546,663.

    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).

  6. period ended2025-03-31
    13F 4,661 shares
    Change vs previous 13F +1,613 shares

    0.04% of the 13F portfolio, value $2,921,356.

    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).

  7. period ended2024-12-31
    13F 3,048 shares
    Change vs previous 13F -130 shares

    0.03% of the 13F portfolio, value $2,147,405.

    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).

  8. period ended2024-09-30
    13F 3,178 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,573,674.

    13F-HR 0001535865-24-000019 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).