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Atria Wealth Solutions, Inc.: FAPR position timeline

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

Atria Wealth Solutions, Inc. held 9,035 FAPR 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 9,035 shares
    Change vs previous 13F -17 shares

    0.01% of the 13F portfolio, value $382,448.

    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 9,052 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $370,136.

    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 9,052 shares
    Change vs previous 13F -271 shares

    <0.01% of the 13F portfolio, value $373,757.

    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 9,323 shares
    Change vs previous 13F -262 shares

    <0.01% of the 13F portfolio, value $376,929.

    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 9,585 shares
    Change vs previous 13F -2,335 shares

    <0.01% of the 13F portfolio, value $374,003.

    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 11,920 shares
    Change vs previous 13F -1,935 shares

    <0.01% of the 13F portfolio, value $434,308.

    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 13,855 shares
    Change vs previous 13F -2,707 shares

    0.01% of the 13F portfolio, value $484,224.

    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 16,562 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $534,290.

    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).