Skip to content
Disclosery

Atria Investments, Inc: UTF position timeline

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

Atria Investments, Inc held 164,937 UTF 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 164,937 shares
    Change vs previous 13F +126,646 shares

    0.05% of the 13F portfolio, value $4,550,612.

    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 38,291 shares
    Change vs previous 13F +2,946 shares

    0.01% of the 13F portfolio, value $990,971.

    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 35,345 shares
    Change vs previous 13F +4,806 shares

    0.01% of the 13F portfolio, value $852,168.

    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 30,539 shares
    Change vs previous 13F -116,340 shares

    0.01% of the 13F portfolio, value $757,367.

    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 146,879 shares
    Change vs previous 13F +125,438 shares

    0.05% of the 13F portfolio, value $3,958,389.

    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 21,441 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $547,818.

    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).