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Atria Investments, Inc: FSMD position timeline

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

Atria Investments, Inc held 746,717 FSMD 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 746,717 shares
    Change vs previous 13F -11,826 shares

    0.4% of the 13F portfolio, value $39,464,016.

    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 758,543 shares
    Change vs previous 13F +372,797 shares

    0.38% of the 13F portfolio, value $33,922,053.

    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 385,746 shares
    Change vs previous 13F +3,773 shares

    0.19% of the 13F portfolio, value $17,022,969.

    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 381,973 shares
    Change vs previous 13F +6,311 shares

    0.19% of the 13F portfolio, value $16,810,632.

    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 375,662 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $15,578,703.

    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).