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Atria Wealth Solutions, Inc.: FDVV position timeline

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

Atria Wealth Solutions, Inc. held 226,140 FDVV 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 226,140 shares
    Change vs previous 13F +170,956 shares

    0.27% of the 13F portfolio, value $11,771,198.

    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 55,184 shares
    Change vs previous 13F +7,407 shares

    0.03% of the 13F portfolio, value $2,737,133.

    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 47,777 shares
    Change vs previous 13F +17,514 shares

    0.03% of the 13F portfolio, value $2,385,934.

    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 30,263 shares
    Change vs previous 13F +6,172 shares

    0.02% of the 13F portfolio, value $1,532,834.

    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 24,091 shares
    Change vs previous 13F +12,406 shares

    0.01% of the 13F portfolio, value $1,126,969.

    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 11,685 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $529,447.

    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).