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Disclosery

Atria Investments, Inc: FTGS position timeline

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

Atria Investments, Inc held 106,810 FTGS 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 106,810 shares
    Change vs previous 13F +27,978 shares

    0.04% of the 13F portfolio, value $3,952,189.

    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 78,832 shares
    Change vs previous 13F +1,367 shares

    0.03% of the 13F portfolio, value $2,683,868.

    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 77,465 shares
    Change vs previous 13F -498 shares

    0.03% of the 13F portfolio, value $2,738,434.

    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 77,963 shares
    Change vs previous 13F -23,941 shares

    0.03% of the 13F portfolio, value $2,799,669.

    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 101,904 shares
    Change vs previous 13F +3,054 shares

    0.04% of the 13F portfolio, value $3,484,098.

    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 98,850 shares
    Change vs previous 13F -30,707 shares

    0.04% of the 13F portfolio, value $2,940,788.

    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 129,557 shares
    Change vs previous 13F +24,935 shares

    0.05% of the 13F portfolio, value $4,068,096.

    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 104,622 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,266,311.

    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).