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Atria Wealth Solutions, Inc.: FIW position timeline

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

Atria Wealth Solutions, Inc. held 12,764 FIW 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 12,764 shares
    Change vs previous 13F -275 shares

    0.03% of the 13F portfolio, value $1,378,237.

    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 13,039 shares
    Change vs previous 13F -897 shares

    0.02% of the 13F portfolio, value $1,313,139.

    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 13,936 shares
    Change vs previous 13F +1,188 shares

    0.02% of the 13F portfolio, value $1,422,150.

    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 12,748 shares
    Change vs previous 13F +1,017 shares

    0.02% of the 13F portfolio, value $1,393,719.

    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 11,731 shares
    Change vs previous 13F -242 shares

    0.01% of the 13F portfolio, value $1,172,847.

    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 11,973 shares
    Change vs previous 13F -806 shares

    0.01% of the 13F portfolio, value $1,222,414.

    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 12,779 shares
    Change vs previous 13F -17 shares

    0.02% of the 13F portfolio, value $1,211,394.

    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 12,796 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,058,833.

    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).