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Atria Investments, Inc: FDX position timeline

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

Atria Investments, Inc held 41,348 FDX 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 41,348 shares
    Change vs previous 13F -462 shares

    0.13% of the 13F portfolio, value $12,947,338.

    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 41,810 shares
    Change vs previous 13F -8,332 shares

    0.17% of the 13F portfolio, value $14,891,857.

    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 50,142 shares
    Change vs previous 13F +421 shares

    0.16% of the 13F portfolio, value $14,484,119.

    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 49,721 shares
    Change vs previous 13F +1,520 shares

    0.13% of the 13F portfolio, value $11,724,678.

    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 48,201 shares
    Change vs previous 13F +6,151 shares

    0.13% of the 13F portfolio, value $10,956,519.

    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 42,050 shares
    Change vs previous 13F +12,186 shares

    0.13% of the 13F portfolio, value $10,251,017.

    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 29,864 shares
    Change vs previous 13F -5,324 shares

    0.1% of the 13F portfolio, value $8,401,537.

    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 35,188 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $9,630,145.

    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).