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Disclosery

Atria Investments, Inc: USB position timeline

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

Atria Investments, Inc held 193,924 USB 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 193,924 shares
    Change vs previous 13F +2,665 shares

    0.12% of the 13F portfolio, value $11,712,991.

    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 191,259 shares
    Change vs previous 13F +786 shares

    0.11% of the 13F portfolio, value $9,947,385.

    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 190,473 shares
    Change vs previous 13F -2,879 shares

    0.12% of the 13F portfolio, value $10,163,649.

    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 193,352 shares
    Change vs previous 13F -63,363 shares

    0.11% of the 13F portfolio, value $9,344,702.

    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 256,715 shares
    Change vs previous 13F +25,219 shares

    0.14% of the 13F portfolio, value $11,616,341.

    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 231,496 shares
    Change vs previous 13F -48,792 shares

    0.13% of the 13F portfolio, value $9,773,746.

    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 280,288 shares
    Change vs previous 13F -4,544 shares

    0.17% of the 13F portfolio, value $13,406,187.

    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 284,832 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $13,025,356.

    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).