Atria Wealth Solutions, Inc.: FDLO position timeline

Atria Wealth Solutions, Inc. held 8,861 FDLO 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 8,861 shares

   Change vs previous 13F -841 shares

   0.01% of the 13F portfolio, value $556,471.

   13F-HR 0001420506-25-001582 filed by Atria Wealth Solutions, Inc.
   Filed 2025-07-25 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2025-03-31

   13F 9,702 shares

   Change vs previous 13F +2,020 shares

   0.01% of the 13F portfolio, value $588,135.

   13F-HR 0001420506-25-000956 filed by Atria Wealth Solutions, Inc.
   Filed 2025-05-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2024-12-31

   13F 7,682 shares

   Change vs previous 13F +1,575 shares

   0.01% of the 13F portfolio, value $465,452.

   13F-HR 0001420506-25-000086 filed by Atria Wealth Solutions, Inc.
   Filed 2025-01-31 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2024-09-30

   13F 6,107 shares

   Change vs previous 13F +1,615 shares

   <0.01% of the 13F portfolio, value $374,664.

   13F-HR 0001420506-24-002255 filed by Atria Wealth Solutions, Inc.
   Filed 2024-11-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2024-06-30

   13F 4,492 shares

   Change vs previous 13F not available

   <0.01% of the 13F portfolio, value $256,224.

   13F-HR 0001420506-24-001135 filed by Atria Wealth Solutions, Inc.
   Filed 2024-07-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

   Acceptance time not in the bulk data set (spec §4.2).