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Atria Wealth Solutions, Inc.: FIXD position timeline

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

Atria Wealth Solutions, Inc. held 17,423 FIXD 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 17,423 shares
    Change vs previous 13F -118,092 shares

    0.02% of the 13F portfolio, value $764,705.

    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 135,515 shares
    Change vs previous 13F -43,863 shares

    0.07% of the 13F portfolio, value $5,940,967.

    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 179,378 shares
    Change vs previous 13F -118,305 shares

    0.08% of the 13F portfolio, value $7,707,875.

    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 297,683 shares
    Change vs previous 13F +26,919 shares

    0.15% of the 13F portfolio, value $13,467,155.

    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 270,764 shares
    Change vs previous 13F +7,068 shares

    0.13% of the 13F portfolio, value $11,658,276.

    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 263,696 shares
    Change vs previous 13F -30,039 shares

    0.13% of the 13F portfolio, value $11,497,124.

    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 293,735 shares
    Change vs previous 13F +41,719 shares

    0.16% of the 13F portfolio, value $13,102,050.

    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 252,016 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $10,598,525.

    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).