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Atria Wealth Solutions, Inc.: FBND position timeline

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

Atria Wealth Solutions, Inc. held 54,523 FBND 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 54,523 shares
    Change vs previous 13F -324,392 shares

    0.06% of the 13F portfolio, value $2,501,848.

    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 378,915 shares
    Change vs previous 13F +41,463 shares

    0.21% of the 13F portfolio, value $17,366,289.

    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 337,452 shares
    Change vs previous 13F +51,269 shares

    0.17% of the 13F portfolio, value $15,221,160.

    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 286,183 shares
    Change vs previous 13F +5,284 shares

    0.15% of the 13F portfolio, value $13,423,779.

    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 280,899 shares
    Change vs previous 13F -128,136 shares

    0.14% of the 13F portfolio, value $12,671,022.

    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 409,035 shares
    Change vs previous 13F +9,739 shares

    0.21% of the 13F portfolio, value $18,579,472.

    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 399,296 shares
    Change vs previous 13F +38,833 shares

    0.23% of the 13F portfolio, value $18,431,431.

    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 360,463 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $15,737,255.

    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).