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Atria Investments, Inc: FIXD position timeline

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

Atria Investments, Inc held 74,298 FIXD 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 74,298 shares
    Change vs previous 13F -847 shares

    0.03% of the 13F portfolio, value $3,240,157.

    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 75,145 shares
    Change vs previous 13F -437,043 shares

    0.04% of the 13F portfolio, value $3,275,582.

    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 512,188 shares
    Change vs previous 13F +16,923 shares

    0.26% of the 13F portfolio, value $22,700,160.

    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 495,265 shares
    Change vs previous 13F -40,910 shares

    0.25% of the 13F portfolio, value $21,999,693.

    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 536,175 shares
    Change vs previous 13F -50,256 shares

    0.28% of the 13F portfolio, value $23,532,716.

    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 586,431 shares
    Change vs previous 13F +2,209 shares

    0.33% of the 13F portfolio, value $25,709,148.

    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 584,222 shares
    Change vs previous 13F +256,775 shares

    0.31% of the 13F portfolio, value $25,104,003.

    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 327,447 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $14,813,698.

    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).