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Atria Wealth Solutions, Inc.: FENY position timeline

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

Atria Wealth Solutions, Inc. held 36,596 FENY 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 36,596 shares
    Change vs previous 13F -7,013 shares

    0.02% of the 13F portfolio, value $879,770.

    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 43,609 shares
    Change vs previous 13F +19,528 shares

    0.01% of the 13F portfolio, value $1,114,213.

    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 24,081 shares
    Change vs previous 13F -1,146 shares

    0.01% of the 13F portfolio, value $574,089.

    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 25,227 shares
    Change vs previous 13F -37,979 shares

    0.01% of the 13F portfolio, value $607,470.

    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 63,206 shares
    Change vs previous 13F -5,471 shares

    0.02% of the 13F portfolio, value $1,585,843.

    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 68,677 shares
    Change vs previous 13F +2,330 shares

    0.02% of the 13F portfolio, value $1,776,678.

    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 66,347 shares
    Change vs previous 13F +3,447 shares

    0.02% of the 13F portfolio, value $1,528,628.

    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 62,900 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,566,841.

    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).