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Disclosery

Atria Investments, Inc: FLOT position timeline

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

Atria Investments, Inc held 71,248 FLOT 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 71,248 shares
    Change vs previous 13F +13,111 shares

    0.04% of the 13F portfolio, value $3,637,226.

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

  2. period ended2026-06-30
    13F 58,137 shares
    Change vs previous 13F -106,142 shares

    0.03% of the 13F portfolio, value $2,967,873.

    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 164,279 shares
    Change vs previous 13F +127,636 shares

    0.09% of the 13F portfolio, value $8,370,005.

    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 36,643 shares
    Change vs previous 13F -7,242 shares

    0.02% of the 13F portfolio, value $1,863,657.

    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 43,885 shares
    Change vs previous 13F +9,290 shares

    0.03% of the 13F portfolio, value $2,241,844.

    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 34,595 shares
    Change vs previous 13F +5,139 shares

    0.02% of the 13F portfolio, value $1,765,046.

    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 29,456 shares
    Change vs previous 13F +6,130 shares

    0.02% of the 13F portfolio, value $1,503,714.

    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 23,326 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,186,807.

    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).