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Atria Wealth Solutions, Inc.: FANG position timeline

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

Atria Wealth Solutions, Inc. held 2,937 FANG 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 2,937 shares
    Change vs previous 13F -14,542 shares

    0.01% of the 13F portfolio, value $403,519.

    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 17,479 shares
    Change vs previous 13F -163 shares

    0.03% of the 13F portfolio, value $2,794,553.

    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 17,642 shares
    Change vs previous 13F -8,760 shares

    0.03% of the 13F portfolio, value $2,890,369.

    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 26,402 shares
    Change vs previous 13F -185 shares

    0.05% of the 13F portfolio, value $4,551,684.

    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 26,587 shares
    Change vs previous 13F -5,473 shares

    0.06% of the 13F portfolio, value $5,322,416.

    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 32,060 shares
    Change vs previous 13F -486 shares

    0.07% of the 13F portfolio, value $6,353,320.

    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 32,546 shares
    Change vs previous 13F -809 shares

    0.06% of the 13F portfolio, value $5,047,233.

    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 33,355 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $5,166,097.

    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).