Skip to content
Disclosery

Atria Investments, Inc: FESM position timeline

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

Atria Investments, Inc held 138,909 FESM 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 138,909 shares
    Change vs previous 13F +3,747 shares

    0.07% of the 13F portfolio, value $6,707,900.

    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 135,162 shares
    Change vs previous 13F -2,621 shares

    0.06% of the 13F portfolio, value $5,136,161.

    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 137,783 shares
    Change vs previous 13F -39,677 shares

    0.06% of the 13F portfolio, value $5,205,443.

    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 177,460 shares
    Change vs previous 13F -2,535 shares

    0.07% of the 13F portfolio, value $6,487,930.

    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 179,995 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $5,758,054.

    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).