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Atria Wealth Solutions, Inc.: FDL position timeline

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

Atria Wealth Solutions, Inc. held 160,497 FDL 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 160,497 shares
    Change vs previous 13F -35,648 shares

    0.15% of the 13F portfolio, value $6,727,485.

    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 196,145 shares
    Change vs previous 13F +98,712 shares

    0.1% of the 13F portfolio, value $8,520,514.

    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 97,433 shares
    Change vs previous 13F +15,888 shares

    0.04% of the 13F portfolio, value $3,933,367.

    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 81,545 shares
    Change vs previous 13F -7,300 shares

    0.04% of the 13F portfolio, value $3,420,839.

    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 88,845 shares
    Change vs previous 13F -17,774 shares

    0.04% of the 13F portfolio, value $3,371,812.

    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 106,619 shares
    Change vs previous 13F -23,826 shares

    0.05% of the 13F portfolio, value $4,102,691.

    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 130,445 shares
    Change vs previous 13F -63,505 shares

    0.06% of the 13F portfolio, value $4,680,361.

    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 193,950 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $6,485,724.

    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).