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Atria Wealth Solutions, Inc.: FDIS position timeline

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

Atria Wealth Solutions, Inc. held 12,651 FDIS 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 12,651 shares
    Change vs previous 13F -12,431 shares

    0.03% of the 13F portfolio, value $1,213,273.

    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 25,082 shares
    Change vs previous 13F +11,456 shares

    0.03% of the 13F portfolio, value $2,119,687.

    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 13,626 shares
    Change vs previous 13F -4,807 shares

    0.01% of the 13F portfolio, value $1,327,942.

    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 18,433 shares
    Change vs previous 13F -3,347 shares

    0.02% of the 13F portfolio, value $1,630,201.

    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 21,780 shares
    Change vs previous 13F -5,713 shares

    0.02% of the 13F portfolio, value $1,764,415.

    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 27,493 shares
    Change vs previous 13F -7,010 shares

    0.03% of the 13F portfolio, value $2,267,617.

    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 34,503 shares
    Change vs previous 13F -19,802 shares

    0.03% of the 13F portfolio, value $2,723,618.

    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 54,305 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $3,793,778.

    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).