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Atria Investments, Inc: FJUN position timeline

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

Atria Investments, Inc held 231,983 FJUN 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 231,983 shares
    Change vs previous 13F -18,185 shares

    0.14% of the 13F portfolio, value $14,194,182.

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

  2. period ended2026-06-30
    13F 250,168 shares
    Change vs previous 13F +155,657 shares

    0.15% of the 13F portfolio, value $14,997,572.

    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 94,511 shares
    Change vs previous 13F +13,802 shares

    0.06% of the 13F portfolio, value $5,340,155.

    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 80,709 shares
    Change vs previous 13F -9,931 shares

    0.05% of the 13F portfolio, value $4,605,256.

    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 90,640 shares
    Change vs previous 13F -25,286 shares

    0.06% of the 13F portfolio, value $5,071,308.

    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 115,926 shares
    Change vs previous 13F -32,323 shares

    0.07% of the 13F portfolio, value $6,221,748.

    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 148,249 shares
    Change vs previous 13F +10,865 shares

    0.09% of the 13F portfolio, value $7,396,143.

    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 137,384 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $7,058,790.

    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).