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Atria Wealth Solutions, Inc.: FHLC position timeline

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

Atria Wealth Solutions, Inc. held 26,020 FHLC 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 26,020 shares
    Change vs previous 13F -49,190 shares

    0.04% of the 13F portfolio, value $1,671,182.

    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 75,210 shares
    Change vs previous 13F +12,057 shares

    0.06% of the 13F portfolio, value $5,138,332.

    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 63,153 shares
    Change vs previous 13F -8,088 shares

    0.05% of the 13F portfolio, value $4,127,091.

    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 71,241 shares
    Change vs previous 13F -23,272 shares

    0.06% of the 13F portfolio, value $5,186,360.

    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 94,513 shares
    Change vs previous 13F +17,934 shares

    0.07% of the 13F portfolio, value $6,483,613.

    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 76,579 shares
    Change vs previous 13F +1,532 shares

    0.06% of the 13F portfolio, value $5,342,972.

    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 75,047 shares
    Change vs previous 13F -10,463 shares

    0.06% of the 13F portfolio, value $4,854,824.

    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 85,510 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $5,180,214.

    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).