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Disclosery

Atria Wealth Solutions, Inc.: FICO position timeline

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

Atria Wealth Solutions, Inc. held 701 FICO 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 701 shares
    Change vs previous 13F -162 shares

    0.03% of the 13F portfolio, value $1,281,400.

    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 863 shares
    Change vs previous 13F -139 shares

    0.02% of the 13F portfolio, value $1,591,510.

    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 1,002 shares
    Change vs previous 13F -405 shares

    0.02% of the 13F portfolio, value $1,994,912.

    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 1,407 shares
    Change vs previous 13F -822 shares

    0.03% of the 13F portfolio, value $2,734,165.

    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 2,229 shares
    Change vs previous 13F -152 shares

    0.04% of the 13F portfolio, value $3,317,950.

    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 2,381 shares
    Change vs previous 13F +148 shares

    0.03% of the 13F portfolio, value $2,975,555.

    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 2,233 shares
    Change vs previous 13F +103 shares

    0.03% of the 13F portfolio, value $2,599,654.

    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 2,130 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,849,969.

    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).