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Atria Investments, Inc: FVD position timeline

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

Atria Investments, Inc held 66,405 FVD 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 66,405 shares
    Change vs previous 13F -9,528 shares

    0.03% of the 13F portfolio, value $3,115,069.

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

  2. period ended2026-06-30
    13F 75,933 shares
    Change vs previous 13F -13,944 shares

    0.04% of the 13F portfolio, value $3,658,452.

    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 89,877 shares
    Change vs previous 13F -1,718 shares

    0.05% of the 13F portfolio, value $4,226,907.

    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 91,595 shares
    Change vs previous 13F -25,873 shares

    0.05% of the 13F portfolio, value $4,220,685.

    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 117,468 shares
    Change vs previous 13F -11,309 shares

    0.06% of the 13F portfolio, value $5,431,700.

    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 128,777 shares
    Change vs previous 13F -11,573 shares

    0.07% of the 13F portfolio, value $5,756,320.

    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 140,350 shares
    Change vs previous 13F -24,936 shares

    0.08% of the 13F portfolio, value $6,258,220.

    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 165,286 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $7,213,068.

    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).