Skip to content
Disclosery

Atria Wealth Solutions, Inc.: FLQL position timeline

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

Atria Wealth Solutions, Inc. held 4,996 FLQL 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 4,996 shares
    Change vs previous 13F -18,809 shares

    0.01% of the 13F portfolio, value $316,601.

    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 23,805 shares
    Change vs previous 13F +1,627 shares

    0.02% of the 13F portfolio, value $1,343,554.

    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 22,178 shares
    Change vs previous 13F +261 shares

    0.01% of the 13F portfolio, value $1,300,518.

    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 21,917 shares
    Change vs previous 13F +700 shares

    0.01% of the 13F portfolio, value $1,274,482.

    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 21,217 shares
    Change vs previous 13F +4,557 shares

    0.01% of the 13F portfolio, value $1,179,238.

    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 16,660 shares
    Change vs previous 13F -279 shares

    0.01% of the 13F portfolio, value $887,145.

    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 16,939 shares
    Change vs previous 13F +1,895 shares

    0.01% of the 13F portfolio, value $808,329.

    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 15,044 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $647,945.

    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).