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Disclosery

Atria Investments, Inc: FTSM position timeline

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

Atria Investments, Inc held 354,441 FTSM 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 354,441 shares
    Change vs previous 13F -28,674 shares

    0.21% of the 13F portfolio, value $21,092,799.

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

  2. period ended2026-06-30
    13F 383,115 shares
    Change vs previous 13F +24,592 shares

    0.23% of the 13F portfolio, value $22,883,471.

    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 358,523 shares
    Change vs previous 13F +25,150 shares

    0.24% of the 13F portfolio, value $21,432,533.

    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 333,373 shares
    Change vs previous 13F +13,672 shares

    0.23% of the 13F portfolio, value $19,979,065.

    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 319,701 shares
    Change vs previous 13F +3,653 shares

    0.22% of the 13F portfolio, value $19,153,278.

    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 316,048 shares
    Change vs previous 13F -3,393 shares

    0.22% of the 13F portfolio, value $18,921,765.

    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 319,441 shares
    Change vs previous 13F -131,444 shares

    0.25% of the 13F portfolio, value $19,115,327.

    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 450,885 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $26,949,406.

    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).