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Atria Investments, Inc: FTCB position timeline

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

Atria Investments, Inc held 168,379 FTCB 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 168,379 shares
    Change vs previous 13F +16,276 shares

    0.04% of the 13F portfolio, value $3,511,542.

    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 152,103 shares
    Change vs previous 13F +8,861 shares

    0.04% of the 13F portfolio, value $3,188,085.

    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 143,242 shares
    Change vs previous 13F +27,149 shares

    0.03% of the 13F portfolio, value $3,041,021.

    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 116,093 shares
    Change vs previous 13F +7,965 shares

    0.03% of the 13F portfolio, value $2,473,952.

    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 108,128 shares
    Change vs previous 13F +26,730 shares

    0.03% of the 13F portfolio, value $2,277,176.

    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 81,398 shares
    Change vs previous 13F +20,520 shares

    0.02% of the 13F portfolio, value $1,708,544.

    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 60,878 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,257,131.

    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).