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Atria Wealth Solutions, Inc.: FDRR position timeline

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

Atria Wealth Solutions, Inc. held 28,678 FDRR 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 28,678 shares
    Change vs previous 13F -29,469 shares

    0.04% of the 13F portfolio, value $1,555,171.

    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 58,147 shares
    Change vs previous 13F -1,701 shares

    0.04% of the 13F portfolio, value $2,904,446.

    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 59,848 shares
    Change vs previous 13F -715 shares

    0.03% of the 13F portfolio, value $3,074,965.

    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 60,563 shares
    Change vs previous 13F -989 shares

    0.03% of the 13F portfolio, value $3,118,973.

    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 61,552 shares
    Change vs previous 13F -4,075 shares

    0.03% of the 13F portfolio, value $2,969,889.

    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 65,627 shares
    Change vs previous 13F -3,216 shares

    0.03% of the 13F portfolio, value $3,054,936.

    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 68,843 shares
    Change vs previous 13F -2,086 shares

    0.04% of the 13F portfolio, value $3,022,756.

    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 70,929 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,820,854.

    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).