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Disclosery

Atria Investments, Inc: FIX position timeline

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

Atria Investments, Inc held 3,128 FIX 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 3,128 shares
    Change vs previous 13F -1,011 shares

    0.06% of the 13F portfolio, value $6,198,956.

    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 4,139 shares
    Change vs previous 13F -446 shares

    0.06% of the 13F portfolio, value $5,707,005.

    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 4,585 shares
    Change vs previous 13F +167 shares

    0.05% of the 13F portfolio, value $4,279,479.

    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 4,418 shares
    Change vs previous 13F +1,300 shares

    0.04% of the 13F portfolio, value $3,645,767.

    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 3,118 shares
    Change vs previous 13F +226 shares

    0.02% of the 13F portfolio, value $1,671,887.

    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 2,892 shares
    Change vs previous 13F +785 shares

    0.01% of the 13F portfolio, value $932,052.

    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 2,107 shares
    Change vs previous 13F -869 shares

    0.01% of the 13F portfolio, value $893,670.

    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 2,976 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,161,509.

    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).