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Disclosery

Atria Investments, Inc: FJAN position timeline

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

Atria Investments, Inc held 139,646 FJAN 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 139,646 shares
    Change vs previous 13F -330 shares

    0.08% of the 13F portfolio, value $7,899,774.

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

  2. period ended2026-06-30
    13F 139,976 shares
    Change vs previous 13F -14,140 shares

    0.08% of the 13F portfolio, value $7,711,278.

    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 154,116 shares
    Change vs previous 13F +154,116 shares

    0.09% of the 13F portfolio, value $7,768,988.

    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 0 shares
    Change vs previous 13F -120,399 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  5. period ended2025-09-30
    13F 120,399 shares
    Change vs previous 13F +75,808 shares

    0.07% of the 13F portfolio, value $6,038,600.

    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 44,591 shares
    Change vs previous 13F +12,280 shares

    0.03% of the 13F portfolio, value $2,120,302.

    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 32,311 shares
    Change vs previous 13F -86,582 shares

    0.02% of the 13F portfolio, value $1,432,993.

    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 118,893 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $5,457,222.

    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).