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Atria Wealth Solutions, Inc.: FLCB position timeline

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

Atria Wealth Solutions, Inc. held 58,776 FLCB 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 58,776 shares
    Change vs previous 13F -61,120 shares

    0.03% of the 13F portfolio, value $1,264,860.

    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 119,896 shares
    Change vs previous 13F +4,101 shares

    0.03% of the 13F portfolio, value $2,577,166.

    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 115,795 shares
    Change vs previous 13F +5,784 shares

    0.03% of the 13F portfolio, value $2,442,112.

    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 110,011 shares
    Change vs previous 13F +20,024 shares

    0.03% of the 13F portfolio, value $2,421,337.

    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 89,987 shares
    Change vs previous 13F +26,542 shares

    0.02% of the 13F portfolio, value $1,901,425.

    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 63,445 shares
    Change vs previous 13F +9,261 shares

    0.02% of the 13F portfolio, value $1,353,917.

    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 54,184 shares
    Change vs previous 13F +3,161 shares

    0.01% of the 13F portfolio, value $1,171,458.

    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 51,023 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,046,481.

    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).