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Atria Wealth Solutions, Inc.: FLOT position timeline

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

Atria Wealth Solutions, Inc. held 265,710 FLOT 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 265,710 shares
    Change vs previous 13F -259,311 shares

    0.31% of the 13F portfolio, value $13,554,382.

    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 525,021 shares
    Change vs previous 13F +158,270 shares

    0.32% of the 13F portfolio, value $26,802,308.

    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 366,751 shares
    Change vs previous 13F -3,518 shares

    0.2% of the 13F portfolio, value $18,660,284.

    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 370,269 shares
    Change vs previous 13F +45,082 shares

    0.21% of the 13F portfolio, value $18,898,481.

    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 325,187 shares
    Change vs previous 13F -19,261 shares

    0.18% of the 13F portfolio, value $16,613,783.

    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 344,448 shares
    Change vs previous 13F +2,721 shares

    0.2% of the 13F portfolio, value $17,587,503.

    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 341,727 shares
    Change vs previous 13F -23,331 shares

    0.22% of the 13F portfolio, value $17,298,248.

    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 365,058 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $18,577,850.

    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).