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Disclosery

Atria Investments, Inc: USMV position timeline

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

Atria Investments, Inc held 56,866 USMV 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 56,866 shares
    Change vs previous 13F -2,668 shares

    0.05% of the 13F portfolio, value $5,540,981.

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

  2. period ended2026-06-30
    13F 59,534 shares
    Change vs previous 13F -3,544 shares

    0.06% of the 13F portfolio, value $5,742,648.

    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 63,078 shares
    Change vs previous 13F +785 shares

    0.07% of the 13F portfolio, value $5,849,862.

    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 62,293 shares
    Change vs previous 13F -568 shares

    0.07% of the 13F portfolio, value $5,865,525.

    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 62,861 shares
    Change vs previous 13F +1,511 shares

    0.07% of the 13F portfolio, value $5,980,640.

    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 61,350 shares
    Change vs previous 13F +689 shares

    0.07% of the 13F portfolio, value $5,758,928.

    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 60,661 shares
    Change vs previous 13F +1,510 shares

    0.07% of the 13F portfolio, value $5,681,527.

    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 59,151 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $5,251,987.

    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).