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Disclosery

Atria Investments, Inc: FPX position timeline

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

Atria Investments, Inc held 18,214 FPX 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 18,214 shares
    Change vs previous 13F +212 shares

    0.04% of the 13F portfolio, value $3,755,350.

    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 18,002 shares
    Change vs previous 13F +7,179 shares

    0.03% of the 13F portfolio, value $2,858,918.

    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 10,823 shares
    Change vs previous 13F -338 shares

    0.02% of the 13F portfolio, value $1,770,498.

    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 11,161 shares
    Change vs previous 13F -766 shares

    0.02% of the 13F portfolio, value $1,854,486.

    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 11,927 shares
    Change vs previous 13F -1,154 shares

    0.02% of the 13F portfolio, value $1,728,357.

    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 13,081 shares
    Change vs previous 13F +1,407 shares

    0.02% of the 13F portfolio, value $1,461,679.

    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 11,674 shares
    Change vs previous 13F -519 shares

    0.02% of the 13F portfolio, value $1,395,166.

    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 12,193 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,343,524.

    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).