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Atria Wealth Solutions, Inc.: FDT position timeline

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

Atria Wealth Solutions, Inc. held 6,139 FDT 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 6,139 shares
    Change vs previous 13F -20,642 shares

    0.01% of the 13F portfolio, value $422,118.

    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 26,781 shares
    Change vs previous 13F -1,882 shares

    0.02% of the 13F portfolio, value $1,559,993.

    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 28,663 shares
    Change vs previous 13F -6,885 shares

    0.02% of the 13F portfolio, value $1,550,095.

    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 35,548 shares
    Change vs previous 13F +1,328 shares

    0.02% of the 13F portfolio, value $2,050,063.

    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 34,220 shares
    Change vs previous 13F +5,731 shares

    0.02% of the 13F portfolio, value $1,884,170.

    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 28,489 shares
    Change vs previous 13F -3,139 shares

    0.02% of the 13F portfolio, value $1,598,803.

    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 31,628 shares
    Change vs previous 13F +2,308 shares

    0.02% of the 13F portfolio, value $1,660,818.

    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 29,320 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,473,037.

    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).