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Disclosery

Atria Investments, Inc: FXL position timeline

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

Atria Investments, Inc held 3,714 FXL 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 3,714 shares
    Change vs previous 13F +160 shares

    0.01% of the 13F portfolio, value $820,838.

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

  2. period ended2026-06-30
    13F 3,554 shares
    Change vs previous 13F -317 shares

    0.01% of the 13F portfolio, value $772,043.

    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 3,871 shares
    Change vs previous 13F +69 shares

    0.01% of the 13F portfolio, value $614,984.

    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 3,802 shares
    Change vs previous 13F +15 shares

    0.01% of the 13F portfolio, value $639,799.

    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 3,787 shares
    Change vs previous 13F -255 shares

    0.01% of the 13F portfolio, value $636,176.

    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 4,042 shares
    Change vs previous 13F -21 shares

    0.01% of the 13F portfolio, value $636,036.

    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 4,063 shares
    Change vs previous 13F -893 shares

    0.01% of the 13F portfolio, value $537,329.

    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 4,956 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $736,211.

    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).