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Atria Wealth Solutions, Inc.: FEBT position timeline

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

Atria Wealth Solutions, Inc. held 36,340 FEBT 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 36,340 shares
    Change vs previous 13F -11,819 shares

    0.03% of the 13F portfolio, value $1,275,563.

    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 48,159 shares
    Change vs previous 13F +20,453 shares

    0.02% of the 13F portfolio, value $1,573,701.

    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 27,706 shares
    Change vs previous 13F -1,755 shares

    0.01% of the 13F portfolio, value $936,463.

    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 29,461 shares
    Change vs previous 13F -14,475 shares

    0.01% of the 13F portfolio, value $971,471.

    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 43,936 shares
    Change vs previous 13F -74 shares

    0.02% of the 13F portfolio, value $1,402,366.

    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 44,010 shares
    Change vs previous 13F +15,576 shares

    0.02% of the 13F portfolio, value $1,360,243.

    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 28,434 shares
    Change vs previous 13F -430 shares

    0.01% of the 13F portfolio, value $822,121.

    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 28,864 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $759,178.

    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).