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Disclosery

Atria Investments, Inc: FVC position timeline

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

Atria Investments, Inc held 15,720 FVC 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 15,720 shares
    Change vs previous 13F -1,187 shares

    0.01% of the 13F portfolio, value $688,517.

    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 16,907 shares
    Change vs previous 13F -1,940 shares

    0.01% of the 13F portfolio, value $588,831.

    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 18,847 shares
    Change vs previous 13F -907 shares

    0.01% of the 13F portfolio, value $685,430.

    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 19,754 shares
    Change vs previous 13F +69 shares

    0.01% of the 13F portfolio, value $712,613.

    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 19,685 shares
    Change vs previous 13F -4,866 shares

    0.01% of the 13F portfolio, value $699,418.

    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 24,551 shares
    Change vs previous 13F -2,119 shares

    0.01% of the 13F portfolio, value $863,702.

    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 26,670 shares
    Change vs previous 13F -1,880 shares

    0.01% of the 13F portfolio, value $974,780.

    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 28,550 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,022,643.

    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).