Skip to content
Disclosery

Atria Wealth Solutions, Inc.: FELE position timeline

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

Atria Wealth Solutions, Inc. held 2,601 FELE 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 2,601 shares
    Change vs previous 13F -500 shares

    0.01% of the 13F portfolio, value $241,789.

    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 3,101 shares
    Change vs previous 13F +7 shares

    <0.01% of the 13F portfolio, value $291,122.

    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 3,094 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $301,510.

    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 3,094 shares
    Change vs previous 13F -2,000 shares

    <0.01% of the 13F portfolio, value $324,313.

    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 5,094 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $490,654.

    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 5,094 shares
    Change vs previous 13F -3,500 shares

    0.01% of the 13F portfolio, value $544,090.

    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 8,594 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $830,610.

    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 8,594 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $766,843.

    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).