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Disclosery

Atria Investments, Inc: FEM position timeline

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

Atria Investments, Inc held 124,183 FEM 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 124,183 shares
    Change vs previous 13F +5,710 shares

    0.04% of the 13F portfolio, value $3,972,513.

    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 118,473 shares
    Change vs previous 13F +18,825 shares

    0.04% of the 13F portfolio, value $3,548,706.

    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 99,648 shares
    Change vs previous 13F -8,881 shares

    0.03% of the 13F portfolio, value $2,725,381.

    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 108,529 shares
    Change vs previous 13F +16,525 shares

    0.03% of the 13F portfolio, value $2,941,141.

    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 92,004 shares
    Change vs previous 13F +19,265 shares

    0.03% of the 13F portfolio, value $2,259,618.

    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 72,739 shares
    Change vs previous 13F +2,947 shares

    0.02% of the 13F portfolio, value $1,662,737.

    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 69,792 shares
    Change vs previous 13F +8,811 shares

    0.02% of the 13F portfolio, value $1,537,423.

    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 60,981 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,461,098.

    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).