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Disclosery

Atria Investments, Inc: FWRG position timeline

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

Atria Investments, Inc held 24,397 FWRG 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 24,397 shares
    Change vs previous 13F -3,164 shares

    <0.01% of the 13F portfolio, value $314,477.

    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 27,561 shares
    Change vs previous 13F +9,040 shares

    <0.01% of the 13F portfolio, value $288,839.

    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 18,521 shares
    Change vs previous 13F -62 shares

    <0.01% of the 13F portfolio, value $279,297.

    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 18,583 shares
    Change vs previous 13F -3,840 shares

    <0.01% of the 13F portfolio, value $290,638.

    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 22,423 shares
    Change vs previous 13F +10,277 shares

    <0.01% of the 13F portfolio, value $359,665.

    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 12,146 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $202,231.

    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).