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Atria Investments, Inc: FERG position timeline

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

Atria Investments, Inc held 20,308 FERG 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 20,308 shares
    Change vs previous 13F +4,917 shares

    0.04% of the 13F portfolio, value $4,520,927.

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

  2. period ended2026-06-30
    13F 15,391 shares
    Change vs previous 13F -1,938 shares

    0.04% of the 13F portfolio, value $3,652,696.

    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 17,329 shares
    Change vs previous 13F +2,164 shares

    0.05% of the 13F portfolio, value $4,042,265.

    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 15,165 shares
    Change vs previous 13F -236 shares

    0.04% of the 13F portfolio, value $3,376,234.

    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 15,401 shares
    Change vs previous 13F +4,259 shares

    0.04% of the 13F portfolio, value $3,458,687.

    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 11,142 shares
    Change vs previous 13F +2,328 shares

    0.03% of the 13F portfolio, value $2,426,154.

    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 8,814 shares
    Change vs previous 13F -6,158 shares

    0.02% of the 13F portfolio, value $1,412,315.

    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 14,972 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,598,776.

    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).