Skip to content
Disclosery

Atria Investments, Inc: FRT position timeline

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

Atria Investments, Inc held 14,209 FRT 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 14,209 shares
    Change vs previous 13F +156 shares

    0.01% of the 13F portfolio, value $1,538,711.

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

  2. period ended2026-06-30
    13F 14,053 shares
    Change vs previous 13F +8,169 shares

    0.02% of the 13F portfolio, value $1,734,698.

    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 5,884 shares
    Change vs previous 13F -594 shares

    0.01% of the 13F portfolio, value $624,980.

    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 6,478 shares
    Change vs previous 13F -1,406 shares

    0.01% of the 13F portfolio, value $653,031.

    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 7,884 shares
    Change vs previous 13F -6,934 shares

    0.01% of the 13F portfolio, value $798,745.

    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 14,818 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,407,562.

    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).