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Disclosery

Atria Wealth Solutions, Inc.: FAST position timeline

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

Atria Wealth Solutions, Inc. held 20,067 FAST 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 20,067 shares
    Change vs previous 13F +4,979 shares

    0.02% of the 13F portfolio, value $842,808.

    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 15,088 shares
    Change vs previous 13F +1,467 shares

    0.01% of the 13F portfolio, value $1,170,144.

    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 13,621 shares
    Change vs previous 13F -4,473 shares

    0.01% of the 13F portfolio, value $979,477.

    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 18,094 shares
    Change vs previous 13F -1,737 shares

    0.01% of the 13F portfolio, value $1,292,280.

    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 19,831 shares
    Change vs previous 13F -391 shares

    0.01% of the 13F portfolio, value $1,246,127.

    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 20,222 shares
    Change vs previous 13F +4,361 shares

    0.02% of the 13F portfolio, value $1,559,848.

    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 15,861 shares
    Change vs previous 13F -3,566 shares

    0.01% of the 13F portfolio, value $1,027,316.

    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 19,427 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,061,479.

    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).