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Disclosery

Atria Wealth Solutions, Inc.: FEBW position timeline

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

Atria Wealth Solutions, Inc. held 83,734 FEBW 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 83,734 shares
    Change vs previous 13F -7,376 shares

    0.06% of the 13F portfolio, value $2,675,226.

    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 91,110 shares
    Change vs previous 13F +24,511 shares

    0.03% of the 13F portfolio, value $2,768,405.

    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 66,599 shares
    Change vs previous 13F -3,414 shares

    0.02% of the 13F portfolio, value $2,063,245.

    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 70,013 shares
    Change vs previous 13F -23,285 shares

    0.02% of the 13F portfolio, value $2,125,939.

    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 93,298 shares
    Change vs previous 13F -46,444 shares

    0.03% of the 13F portfolio, value $2,764,863.

    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 139,742 shares
    Change vs previous 13F +54,751 shares

    0.05% of the 13F portfolio, value $4,046,663.

    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 84,991 shares
    Change vs previous 13F -6,574 shares

    0.03% of the 13F portfolio, value $2,367,850.

    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 91,565 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,396,567.

    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).