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Disclosery

Atria Investments, Inc: FTI position timeline

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

Atria Investments, Inc held 82,669 FTI shares at 2026-09-30 per its 13F-HR filed 2026-10-15.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 82,669 shares
    Change vs previous 13F +28,265 shares

    0.05% of the 13F portfolio, value $5,614,872.

    13F-HR 0001535865-26-000012 filed by Atria Investments, Inc
    Accepted , ingested

  2. period ended2026-06-30
    13F 54,404 shares
    Change vs previous 13F -974 shares

    0.04% of the 13F portfolio, value $3,606,981.

    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).

  3. period ended2026-03-31
    13F 55,378 shares
    Change vs previous 13F +4,005 shares

    0.04% of the 13F portfolio, value $3,828,314.

    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).

  4. period ended2025-12-31
    13F 51,373 shares
    Change vs previous 13F +17,815 shares

    0.03% of the 13F portfolio, value $2,289,166.

    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).

  5. period ended2025-09-30
    13F 33,558 shares
    Change vs previous 13F -7,489 shares

    0.02% of the 13F portfolio, value $1,323,851.

    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).

  6. period ended2025-06-30
    13F 41,047 shares
    Change vs previous 13F -2,635 shares

    0.02% of the 13F portfolio, value $1,413,671.

    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).

  7. period ended2025-03-31
    13F 43,682 shares
    Change vs previous 13F -4,739 shares

    0.02% of the 13F portfolio, value $1,384,268.

    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).

  8. period ended2024-12-31
    13F 48,421 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,401,317.

    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).