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Disclosery

Atria Investments, Inc: FAST position timeline

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

Atria Investments, Inc held 120,146 FAST 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 120,146 shares
    Change vs previous 13F -26,239 shares

    0.06% of the 13F portfolio, value $5,770,613.

    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 146,385 shares
    Change vs previous 13F -823 shares

    0.08% of the 13F portfolio, value $6,792,249.

    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 147,208 shares
    Change vs previous 13F -32,465 shares

    0.07% of the 13F portfolio, value $5,907,470.

    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 179,673 shares
    Change vs previous 13F +45,511 shares

    0.1% of the 13F portfolio, value $8,811,179.

    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 134,162 shares
    Change vs previous 13F +86,841 shares

    0.07% of the 13F portfolio, value $5,634,823.

    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 47,321 shares
    Change vs previous 13F -3,195 shares

    0.05% of the 13F portfolio, value $3,669,717.

    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 50,516 shares
    Change vs previous 13F -6,534 shares

    0.05% of the 13F portfolio, value $3,632,583.

    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 57,050 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $4,074,511.

    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).