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Atria Wealth Solutions, Inc.: FBCG position timeline

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

Atria Wealth Solutions, Inc. held 6,090 FBCG 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 6,090 shares
    Change vs previous 13F -57,180 shares

    0.01% of the 13F portfolio, value $293,782.

    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 63,270 shares
    Change vs previous 13F -1,032 shares

    0.03% of the 13F portfolio, value $2,528,887.

    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 64,302 shares
    Change vs previous 13F -1,169 shares

    0.03% of the 13F portfolio, value $2,974,597.

    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 65,471 shares
    Change vs previous 13F +43 shares

    0.03% of the 13F portfolio, value $2,800,179.

    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 65,428 shares
    Change vs previous 13F +7,209 shares

    0.03% of the 13F portfolio, value $2,776,765.

    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 58,219 shares
    Change vs previous 13F -7,777 shares

    0.03% of the 13F portfolio, value $2,239,681.

    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 65,996 shares
    Change vs previous 13F +5,727 shares

    0.03% of the 13F portfolio, value $2,198,335.

    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 60,269 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,745,312.

    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).