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Disclosery

Atria Investments, Inc: FCPI position timeline

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

Atria Investments, Inc held 11,402 FCPI 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 11,402 shares
    Change vs previous 13F -7,038 shares

    0.01% of the 13F portfolio, value $622,795.

    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 18,440 shares
    Change vs previous 13F -165,664 shares

    0.01% of the 13F portfolio, value $906,515.

    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 184,104 shares
    Change vs previous 13F -4,889 shares

    0.1% of the 13F portfolio, value $9,109,476.

    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 188,993 shares
    Change vs previous 13F +15,266 shares

    0.11% of the 13F portfolio, value $9,469,342.

    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 173,727 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $8,104,385.

    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).