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Disclosery

Atria Investments, Inc: FWONK position timeline

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

Atria Investments, Inc held 15,529 FWONK 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 15,529 shares
    Change vs previous 13F +1,215 shares

    0.01% of the 13F portfolio, value $1,434,880.

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

  2. period ended2026-06-30
    13F 14,314 shares
    Change vs previous 13F +658 shares

    0.01% of the 13F portfolio, value $1,361,834.

    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 13,656 shares
    Change vs previous 13F -251 shares

    0.01% of the 13F portfolio, value $1,161,033.

    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 13,907 shares
    Change vs previous 13F -347 shares

    0.02% of the 13F portfolio, value $1,369,979.

    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 14,254 shares
    Change vs previous 13F -2,673 shares

    0.02% of the 13F portfolio, value $1,488,830.

    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 16,927 shares
    Change vs previous 13F -730 shares

    0.02% of the 13F portfolio, value $1,768,872.

    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 17,657 shares
    Change vs previous 13F +455 shares

    0.02% of the 13F portfolio, value $1,589,307.

    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 17,202 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,593,937.

    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).