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Disclosery

Atria Investments, Inc: FTEC position timeline

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

Atria Investments, Inc held 8,701 FTEC 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 8,701 shares
    Change vs previous 13F +627 shares

    0.02% of the 13F portfolio, value $2,484,847.

    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 8,074 shares
    Change vs previous 13F -8,666 shares

    0.02% of the 13F portfolio, value $1,679,751.

    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 16,740 shares
    Change vs previous 13F -1,597 shares

    0.04% of the 13F portfolio, value $3,761,052.

    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 18,337 shares
    Change vs previous 13F -823 shares

    0.05% of the 13F portfolio, value $4,074,017.

    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 19,160 shares
    Change vs previous 13F +2,676 shares

    0.04% of the 13F portfolio, value $3,778,638.

    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 16,484 shares
    Change vs previous 13F -8,032 shares

    0.03% of the 13F portfolio, value $2,658,345.

    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 24,516 shares
    Change vs previous 13F -1,332 shares

    0.06% of the 13F portfolio, value $4,532,499.

    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 25,848 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $4,510,488.

    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).