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Disclosery

Atria Wealth Solutions, Inc.: FISV position timeline

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

Atria Wealth Solutions, Inc. held 4,897 FISV 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 4,897 shares
    Change vs previous 13F -11,578 shares

    0.02% of the 13F portfolio, value $844,389.

    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 16,475 shares
    Change vs previous 13F -3,677 shares

    0.04% of the 13F portfolio, value $3,638,174.

    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 20,152 shares
    Change vs previous 13F +1,893 shares

    0.05% of the 13F portfolio, value $4,139,631.

    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 18,259 shares
    Change vs previous 13F -283 shares

    0.04% of the 13F portfolio, value $3,280,279.

    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 18,542 shares
    Change vs previous 13F +493 shares

    0.03% of the 13F portfolio, value $2,763,543.

    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 18,049 shares
    Change vs previous 13F +243 shares

    0.03% of the 13F portfolio, value $2,884,562.

    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 17,806 shares
    Change vs previous 13F +5,576 shares

    0.03% of the 13F portfolio, value $2,365,262.

    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 12,230 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,381,501.

    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).