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Disclosery

Atria Investments, Inc: FTA position timeline

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

Atria Investments, Inc held 36,380 FTA 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 36,380 shares
    Change vs previous 13F -1,201 shares

    0.04% of the 13F portfolio, value $3,521,517.

    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 37,581 shares
    Change vs previous 13F -3,461 shares

    0.04% of the 13F portfolio, value $3,470,577.

    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 41,042 shares
    Change vs previous 13F -941 shares

    0.04% of the 13F portfolio, value $3,535,673.

    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 41,983 shares
    Change vs previous 13F -786 shares

    0.04% of the 13F portfolio, value $3,498,247.

    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 42,769 shares
    Change vs previous 13F +2,477 shares

    0.04% of the 13F portfolio, value $3,362,900.

    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 40,292 shares
    Change vs previous 13F +1,580 shares

    0.04% of the 13F portfolio, value $3,091,204.

    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 38,712 shares
    Change vs previous 13F +1,865 shares

    0.04% of the 13F portfolio, value $2,959,935.

    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 36,847 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,915,724.

    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).