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Disclosery

Atria Investments, Inc: AFLG position timeline

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

Atria Investments, Inc held 81,200 AFLG 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 81,200 shares
    Change vs previous 13F -981 shares

    0.03% of the 13F portfolio, value $3,584,971.

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

  2. period ended2026-06-30
    13F 82,181 shares
    Change vs previous 13F -899 shares

    0.04% of the 13F portfolio, value $3,568,319.

    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 83,080 shares
    Change vs previous 13F +17,123 shares

    0.04% of the 13F portfolio, value $3,204,818.

    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 65,957 shares
    Change vs previous 13F -1,253 shares

    0.03% of the 13F portfolio, value $2,578,931.

    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 67,210 shares
    Change vs previous 13F +1,567 shares

    0.03% of the 13F portfolio, value $2,608,427.

    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 65,643 shares
    Change vs previous 13F +4,573 shares

    0.03% of the 13F portfolio, value $2,383,497.

    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 61,070 shares
    Change vs previous 13F +20,958 shares

    0.03% of the 13F portfolio, value $2,057,448.

    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 40,112 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,385,067.

    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).