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Atria Wealth Solutions, Inc.: FDIG position timeline

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

Atria Wealth Solutions, Inc. held 241,409 FDIG 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 241,409 shares
    Change vs previous 13F -5,426 shares

    0.19% of the 13F portfolio, value $8,594,160.

    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 246,835 shares
    Change vs previous 13F +724 shares

    0.07% of the 13F portfolio, value $5,980,812.

    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 246,111 shares
    Change vs previous 13F +233,896 shares

    0.09% of the 13F portfolio, value $7,997,616.

    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 12,215 shares
    Change vs previous 13F -25 shares

    <0.01% of the 13F portfolio, value $332,981.

    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 12,240 shares
    Change vs previous 13F -1,100 shares

    <0.01% of the 13F portfolio, value $361,202.

    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 13,340 shares
    Change vs previous 13F +2,675 shares

    <0.01% of the 13F portfolio, value $392,730.

    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 10,665 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $295,847.

    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).