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Disclosery

Atria Investments, Inc: FELG position timeline

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

Atria Investments, Inc held 10,271 FELG 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 10,271 shares
    Change vs previous 13F -5,163 shares

    <0.01% of the 13F portfolio, value $463,106.

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

  2. period ended2026-06-30
    13F 15,434 shares
    Change vs previous 13F -2,779 shares

    0.01% of the 13F portfolio, value $675,225.

    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 18,213 shares
    Change vs previous 13F -60,506 shares

    0.01% of the 13F portfolio, value $682,788.

    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 78,719 shares
    Change vs previous 13F -1,753 shares

    0.04% of the 13F portfolio, value $3,282,563.

    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 80,472 shares
    Change vs previous 13F -30,567 shares

    0.04% of the 13F portfolio, value $3,309,017.

    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 111,039 shares
    Change vs previous 13F +2,809 shares

    0.05% of the 13F portfolio, value $4,111,770.

    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 108,230 shares
    Change vs previous 13F -50,293 shares

    0.04% of the 13F portfolio, value $3,409,256.

    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 158,523 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $5,605,379.

    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).