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Disclosery

Atria Investments, Inc: FLGB position timeline

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

Atria Investments, Inc held 12,323 FLGB 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 12,323 shares
    Change vs previous 13F +545 shares

    <0.01% of the 13F portfolio, value $441,792.

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

  2. period ended2026-06-30
    13F 11,778 shares
    Change vs previous 13F -4,478 shares

    <0.01% of the 13F portfolio, value $415,646.

    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 16,256 shares
    Change vs previous 13F +219 shares

    0.01% of the 13F portfolio, value $565,059.

    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 16,037 shares
    Change vs previous 13F +959 shares

    0.01% of the 13F portfolio, value $541,249.

    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 15,078 shares
    Change vs previous 13F +1,057 shares

    0.01% of the 13F portfolio, value $487,170.

    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 14,021 shares
    Change vs previous 13F +3,439 shares

    0.01% of the 13F portfolio, value $429,463.

    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 10,582 shares
    Change vs previous 13F -2,709 shares

    <0.01% of the 13F portfolio, value $303,294.

    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 13,291 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $348,091.

    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).