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Disclosery

Atria Investments, Inc: FE position timeline

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

Atria Investments, Inc held 115,000 FE 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 115,000 shares
    Change vs previous 13F +7,865 shares

    0.05% of the 13F portfolio, value $4,982,931.

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

  2. period ended2026-06-30
    13F 107,135 shares
    Change vs previous 13F +11,590 shares

    0.05% of the 13F portfolio, value $5,093,178.

    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 95,545 shares
    Change vs previous 13F +18,396 shares

    0.05% of the 13F portfolio, value $4,840,300.

    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 77,149 shares
    Change vs previous 13F -955 shares

    0.04% of the 13F portfolio, value $3,453,971.

    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 78,104 shares
    Change vs previous 13F +25,866 shares

    0.04% of the 13F portfolio, value $3,578,740.

    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 52,238 shares
    Change vs previous 13F +23,959 shares

    0.02% of the 13F portfolio, value $2,103,085.

    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 28,279 shares
    Change vs previous 13F +13,137 shares

    0.01% of the 13F portfolio, value $1,143,027.

    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 15,142 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $602,364.

    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).