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Atria Investments, Inc: FLQL position timeline

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

Atria Investments, Inc held 113,424 FLQL 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 113,424 shares
    Change vs previous 13F +15,098 shares

    0.09% of the 13F portfolio, value $8,878,851.

    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 98,326 shares
    Change vs previous 13F +24,520 shares

    0.07% of the 13F portfolio, value $6,650,788.

    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 73,806 shares
    Change vs previous 13F +27,161 shares

    0.06% of the 13F portfolio, value $5,116,959.

    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 46,645 shares
    Change vs previous 13F +22,335 shares

    0.04% of the 13F portfolio, value $3,191,935.

    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 24,310 shares
    Change vs previous 13F -232,690 shares

    0.02% of the 13F portfolio, value $1,535,425.

    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 257,000 shares
    Change vs previous 13F +13,159 shares

    0.19% of the 13F portfolio, value $14,505,085.

    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 243,841 shares
    Change vs previous 13F +9,540 shares

    0.18% of the 13F portfolio, value $14,298,814.

    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 234,301 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $13,624,603.

    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).