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Disclosery

Atria Investments, Inc: FISV position timeline

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

Atria Investments, Inc held 31,262 FISV 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 31,262 shares
    Change vs previous 13F +5,037 shares

    0.01% of the 13F portfolio, value $1,412,417.

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

  2. period ended2026-06-30
    13F 26,225 shares
    Change vs previous 13F -1,301 shares

    0.01% of the 13F portfolio, value $1,286,336.

    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 27,526 shares
    Change vs previous 13F +16,495 shares

    0.02% of the 13F portfolio, value $1,535,951.

    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 11,031 shares
    Change vs previous 13F -22,107 shares

    0.01% of the 13F portfolio, value $740,952.

    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 33,138 shares
    Change vs previous 13F -14,952 shares

    0.05% of the 13F portfolio, value $4,272,482.

    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 48,090 shares
    Change vs previous 13F -5,814 shares

    0.1% of the 13F portfolio, value $8,291,197.

    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 53,904 shares
    Change vs previous 13F +4,005 shares

    0.15% of the 13F portfolio, value $11,903,620.

    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 49,899 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $10,250,253.

    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).