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Disclosery

Atria Investments, Inc: FBND position timeline

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

Atria Investments, Inc held 291,881 FBND 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 291,881 shares
    Change vs previous 13F +27,471 shares

    0.12% of the 13F portfolio, value $12,638,434.

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

  2. period ended2026-06-30
    13F 264,410 shares
    Change vs previous 13F +16,982 shares

    0.12% of the 13F portfolio, value $12,028,031.

    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 247,428 shares
    Change vs previous 13F +17,379 shares

    0.13% of the 13F portfolio, value $11,287,686.

    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 230,049 shares
    Change vs previous 13F +20,337 shares

    0.12% of the 13F portfolio, value $10,591,469.

    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 209,712 shares
    Change vs previous 13F +22,093 shares

    0.11% of the 13F portfolio, value $9,697,063.

    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 187,619 shares
    Change vs previous 13F +2,164 shares

    0.1% of the 13F portfolio, value $8,583,569.

    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 185,455 shares
    Change vs previous 13F -21,811 shares

    0.11% of the 13F portfolio, value $8,466,039.

    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 207,266 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $9,300,022.

    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).