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Disclosery

Atria Investments, Inc: FICO position timeline

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

Atria Investments, Inc held 809 FICO 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 809 shares
    Change vs previous 13F -177 shares

    0.01% of the 13F portfolio, value $966,601.

    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 986 shares
    Change vs previous 13F -375 shares

    0.01% of the 13F portfolio, value $1,052,594.

    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 1,361 shares
    Change vs previous 13F -780 shares

    0.03% of the 13F portfolio, value $2,300,934.

    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 2,141 shares
    Change vs previous 13F -2,229 shares

    0.04% of the 13F portfolio, value $3,204,071.

    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 4,370 shares
    Change vs previous 13F +13 shares

    0.09% of the 13F portfolio, value $7,988,185.

    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 4,357 shares
    Change vs previous 13F +83 shares

    0.1% of the 13F portfolio, value $8,035,005.

    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 4,274 shares
    Change vs previous 13F -1,534 shares

    0.11% of the 13F portfolio, value $8,509,235.

    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 5,808 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $11,287,964.

    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).