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Atria Wealth Solutions, Inc.: FLRN position timeline

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

Atria Wealth Solutions, Inc. held 110,567 FLRN 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 110,567 shares
    Change vs previous 13F +2,732 shares

    0.08% of the 13F portfolio, value $3,406,300.

    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 107,835 shares
    Change vs previous 13F +34,000 shares

    0.04% of the 13F portfolio, value $3,323,479.

    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 73,835 shares
    Change vs previous 13F +12,189 shares

    0.02% of the 13F portfolio, value $2,268,950.

    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 61,646 shares
    Change vs previous 13F -4,539 shares

    0.02% of the 13F portfolio, value $1,901,788.

    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 66,185 shares
    Change vs previous 13F +15,615 shares

    0.02% of the 13F portfolio, value $2,041,809.

    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 50,570 shares
    Change vs previous 13F +3,563 shares

    0.02% of the 13F portfolio, value $1,559,049.

    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 47,007 shares
    Change vs previous 13F -43,521 shares

    0.02% of the 13F portfolio, value $1,437,956.

    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 90,528 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,781,013.

    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).