Skip to content
Disclosery

Atria Wealth Solutions, Inc.: FALN position timeline

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

Atria Wealth Solutions, Inc. held 39,386 FALN shares at 2025-06-30 per its 13F-HR filed 2025-07-25.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 39,386 shares
    Change vs previous 13F -89,568 shares

    0.02% of the 13F portfolio, value $1,067,889.

    13F-HR 0001420506-25-001582 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-03-31
    13F 128,954 shares
    Change vs previous 13F +101,349 shares

    0.04% of the 13F portfolio, value $3,454,678.

    13F-HR 0001420506-25-000956 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-12-31
    13F 27,605 shares
    Change vs previous 13F -24,840 shares

    0.01% of the 13F portfolio, value $737,335.

    13F-HR 0001420506-25-000086 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-09-30
    13F 52,445 shares
    Change vs previous 13F -21,505 shares

    0.02% of the 13F portfolio, value $1,433,846.

    13F-HR 0001420506-24-002255 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-06-30
    13F 73,950 shares
    Change vs previous 13F -8,053 shares

    0.02% of the 13F portfolio, value $1,936,753.

    13F-HR 0001420506-24-001135 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-03-31
    13F 82,003 shares
    Change vs previous 13F -92,245 shares

    0.02% of the 13F portfolio, value $2,202,607.

    13F-HR 0001420506-24-000768 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2023-12-31
    13F 174,248 shares
    Change vs previous 13F +92,803 shares

    0.06% of the 13F portfolio, value $4,600,157.

    13F-HR 0001420506-24-000118 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2023-09-30
    13F 81,445 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,019,833.

    13F-HR 0001420506-23-001936 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).