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Disclosery

Atria Investments, Inc: FMX position timeline

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

Atria Investments, Inc held 20,906 FMX 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 20,906 shares
    Change vs previous 13F -1,098 shares

    0.02% of the 13F portfolio, value $2,478,568.

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

  2. period ended2026-06-30
    13F 22,004 shares
    Change vs previous 13F +2,661 shares

    0.03% of the 13F portfolio, value $2,814,302.

    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 19,343 shares
    Change vs previous 13F +2,362 shares

    0.02% of the 13F portfolio, value $2,148,260.

    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 16,981 shares
    Change vs previous 13F +2,593 shares

    0.02% of the 13F portfolio, value $1,716,298.

    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 14,388 shares
    Change vs previous 13F +377 shares

    0.02% of the 13F portfolio, value $1,419,075.

    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 14,011 shares
    Change vs previous 13F +753 shares

    0.02% of the 13F portfolio, value $1,442,896.

    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 13,258 shares
    Change vs previous 13F +2,023 shares

    0.02% of the 13F portfolio, value $1,293,671.

    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 11,235 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $960,445.

    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).