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Atria Investments, Inc: FLQM position timeline

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

Atria Investments, Inc held 147,317 FLQM 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 147,317 shares
    Change vs previous 13F +6,869 shares

    0.08% of the 13F portfolio, value $8,461,882.

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

  2. period ended2026-06-30
    13F 140,448 shares
    Change vs previous 13F +116,954 shares

    0.08% of the 13F portfolio, value $8,129,820.

    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 23,494 shares
    Change vs previous 13F +1,845 shares

    0.01% of the 13F portfolio, value $1,290,541.

    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 21,649 shares
    Change vs previous 13F -59,934 shares

    0.01% of the 13F portfolio, value $1,217,946.

    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 81,583 shares
    Change vs previous 13F -82,700 shares

    0.05% of the 13F portfolio, value $4,605,336.

    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 164,283 shares
    Change vs previous 13F +8,505 shares

    0.11% of the 13F portfolio, value $8,922,236.

    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 155,778 shares
    Change vs previous 13F -9,014 shares

    0.11% of the 13F portfolio, value $8,257,806.

    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 164,792 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $8,949,851.

    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).