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Atria Investments, Inc: FLCB position timeline

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

Atria Investments, Inc held 198,353 FLCB 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 198,353 shares
    Change vs previous 13F -29,423 shares

    0.04% of the 13F portfolio, value $4,051,355.

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

  2. period ended2026-06-30
    13F 227,776 shares
    Change vs previous 13F +10,491 shares

    0.05% of the 13F portfolio, value $4,874,401.

    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 217,285 shares
    Change vs previous 13F +28,587 shares

    0.05% of the 13F portfolio, value $4,669,464.

    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 188,698 shares
    Change vs previous 13F +14,498 shares

    0.05% of the 13F portfolio, value $4,080,596.

    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 174,200 shares
    Change vs previous 13F +77,107 shares

    0.04% of the 13F portfolio, value $3,783,624.

    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 97,093 shares
    Change vs previous 13F -317,372 shares

    0.02% of the 13F portfolio, value $2,089,441.

    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 414,465 shares
    Change vs previous 13F -9,870 shares

    0.11% of the 13F portfolio, value $8,908,928.

    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 424,335 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $8,949,225.

    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).