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Disclosery

Atria Investments, Inc: FRDM position timeline

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

Atria Investments, Inc held 14,193 FRDM 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 14,193 shares
    Change vs previous 13F -3,153 shares

    0.01% of the 13F portfolio, value $1,034,670.

    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 17,346 shares
    Change vs previous 13F +2,312 shares

    0.01% of the 13F portfolio, value $947,959.

    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 15,034 shares
    Change vs previous 13F +10,329 shares

    0.01% of the 13F portfolio, value $770,793.

    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 4,705 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $208,479.

    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).