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Disclosery

Atria Investments, Inc: FLTR position timeline

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

Atria Investments, Inc held 44,488 FLTR 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 44,488 shares
    Change vs previous 13F +3,913 shares

    0.01% of the 13F portfolio, value $1,138,456.

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

  2. period ended2026-06-30
    13F 40,575 shares
    Change vs previous 13F +1,240 shares

    0.01% of the 13F portfolio, value $1,039,126.

    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 39,335 shares
    Change vs previous 13F +13,942 shares

    0.01% of the 13F portfolio, value $1,002,256.

    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 25,393 shares
    Change vs previous 13F +28 shares

    0.01% of the 13F portfolio, value $647,014.

    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 25,365 shares
    Change vs previous 13F -121,645 shares

    0.01% of the 13F portfolio, value $648,583.

    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 147,010 shares
    Change vs previous 13F -509,095 shares

    0.04% of the 13F portfolio, value $3,748,752.

    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 656,105 shares
    Change vs previous 13F +647,199 shares

    0.21% of the 13F portfolio, value $16,763,480.

    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 8,906 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $226,658.

    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).