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Atria Investments, Inc: FLEX position timeline

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

Atria Investments, Inc held 47,015 FLEX 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 47,015 shares
    Change vs previous 13F -6,422 shares

    0.08% of the 13F portfolio, value $7,619,721.

    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 53,437 shares
    Change vs previous 13F -5,517 shares

    0.04% of the 13F portfolio, value $3,497,986.

    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 58,954 shares
    Change vs previous 13F -15,988 shares

    0.04% of the 13F portfolio, value $3,562,001.

    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 74,942 shares
    Change vs previous 13F +2,033 shares

    0.05% of the 13F portfolio, value $4,344,388.

    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 72,909 shares
    Change vs previous 13F -9,201 shares

    0.04% of the 13F portfolio, value $3,639,617.

    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 82,110 shares
    Change vs previous 13F +5,190 shares

    0.03% of the 13F portfolio, value $2,716,199.

    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 76,920 shares
    Change vs previous 13F -6,974 shares

    0.04% of the 13F portfolio, value $2,952,959.

    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 83,894 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,804,576.

    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).