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Disclosery

Atria Investments, Inc: FLHY position timeline

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

Atria Investments, Inc held 0 FLHY shares at 2025-12-31 per its 13F-HR filed 2026-02-05.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -13,415 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.

  2. period ended2025-09-30
    13F 13,415 shares
    Change vs previous 13F +896 shares

    <0.01% of the 13F portfolio, value $329,070.

    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).

  3. period ended2025-06-30
    13F 12,519 shares
    Change vs previous 13F +1,014 shares

    <0.01% of the 13F portfolio, value $304,838.

    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).

  4. period ended2025-03-31
    13F 11,505 shares
    Change vs previous 13F +342 shares

    <0.01% of the 13F portfolio, value $274,164.

    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).

  5. period ended2024-12-31
    13F 11,163 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $266,461.

    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).