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Atria Wealth Solutions, Inc.: FDMO position timeline

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

Atria Wealth Solutions, Inc. held 19,952 FDMO 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 19,952 shares
    Change vs previous 13F -1,755 shares

    0.03% of the 13F portfolio, value $1,513,559.

    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 21,707 shares
    Change vs previous 13F +3,958 shares

    0.02% of the 13F portfolio, value $1,412,257.

    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 17,749 shares
    Change vs previous 13F +3,181 shares

    0.01% of the 13F portfolio, value $1,235,522.

    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 14,568 shares
    Change vs previous 13F +3,519 shares

    0.01% of the 13F portfolio, value $963,561.

    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 11,049 shares
    Change vs previous 13F +4,859 shares

    0.01% of the 13F portfolio, value $704,042.

    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 6,190 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $373,603.

    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).