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Atria Investments, Inc: FXED position timeline

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

Atria Investments, Inc held 30,043 FXED 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 30,043 shares
    Change vs previous 13F -1,214 shares

    0.01% of the 13F portfolio, value $526,642.

    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 31,257 shares
    Change vs previous 13F +3,569 shares

    0.01% of the 13F portfolio, value $537,933.

    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 27,688 shares
    Change vs previous 13F +311 shares

    0.01% of the 13F portfolio, value $495,892.

    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 27,377 shares
    Change vs previous 13F +7,142 shares

    0.01% of the 13F portfolio, value $505,379.

    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 20,235 shares
    Change vs previous 13F +1,483 shares

    <0.01% of the 13F portfolio, value $365,646.

    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 18,752 shares
    Change vs previous 13F -14,599 shares

    <0.01% of the 13F portfolio, value $339,968.

    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 33,351 shares
    Change vs previous 13F +223 shares

    0.01% of the 13F portfolio, value $604,877.

    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 33,128 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $635,064.

    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).