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Atria Wealth Solutions, Inc.: FLBL position timeline

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

Atria Wealth Solutions, Inc. held 46,234 FLBL 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 46,234 shares
    Change vs previous 13F -36,767 shares

    0.03% of the 13F portfolio, value $1,120,254.

    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 83,001 shares
    Change vs previous 13F +19,689 shares

    0.02% of the 13F portfolio, value $1,997,832.

    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 63,312 shares
    Change vs previous 13F -10,426 shares

    0.02% of the 13F portfolio, value $1,536,270.

    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 73,738 shares
    Change vs previous 13F +12,176 shares

    0.02% of the 13F portfolio, value $1,789,627.

    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 61,562 shares
    Change vs previous 13F +44,276 shares

    0.02% of the 13F portfolio, value $1,502,729.

    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 17,286 shares
    Change vs previous 13F +3,395 shares

    <0.01% of the 13F portfolio, value $423,421.

    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 13,891 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $337,412.

    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).