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Disclosery

Atria Investments, Inc: FAI position timeline

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

Atria Investments, Inc held 27,186 FAI 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 27,186 shares
    Change vs previous 13F +9,179 shares

    0.02% of the 13F portfolio, value $1,540,902.

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

  2. period ended2026-06-30
    13F 18,007 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $979,581.

    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 ยง4.2).