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Disclosery

Atria Investments, Inc: FDT position timeline

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

Atria Investments, Inc held 33,636 FDT 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 33,636 shares
    Change vs previous 13F +2,142 shares

    0.03% of the 13F portfolio, value $3,151,377.

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

  2. period ended2026-06-30
    13F 31,494 shares
    Change vs previous 13F -385 shares

    0.03% of the 13F portfolio, value $2,981,779.

    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 31,879 shares
    Change vs previous 13F -11,647 shares

    0.03% of the 13F portfolio, value $2,771,266.

    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 43,526 shares
    Change vs previous 13F -2,664 shares

    0.04% of the 13F portfolio, value $3,458,002.

    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 46,190 shares
    Change vs previous 13F -3,918 shares

    0.04% of the 13F portfolio, value $3,481,304.

    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 50,108 shares
    Change vs previous 13F -2,453 shares

    0.04% of the 13F portfolio, value $3,445,434.

    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 52,561 shares
    Change vs previous 13F -1,287 shares

    0.04% of the 13F portfolio, value $3,061,685.

    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 53,848 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,912,106.

    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).