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Atria Wealth Solutions, Inc.: FLRT position timeline

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

Atria Wealth Solutions, Inc. held 164,745 FLRT 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 164,745 shares
    Change vs previous 13F -73,869 shares

    0.18% of the 13F portfolio, value $7,841,180.

    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 238,614 shares
    Change vs previous 13F +41,433 shares

    0.14% of the 13F portfolio, value $11,236,609.

    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 197,181 shares
    Change vs previous 13F +19,345 shares

    0.1% of the 13F portfolio, value $9,444,248.

    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 177,836 shares
    Change vs previous 13F +13,836 shares

    0.09% of the 13F portfolio, value $8,510,735.

    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 164,000 shares
    Change vs previous 13F +7,723 shares

    0.09% of the 13F portfolio, value $7,862,460.

    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 156,277 shares
    Change vs previous 13F +91,898 shares

    0.08% of the 13F portfolio, value $7,432,534.

    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 64,379 shares
    Change vs previous 13F +56,649 shares

    0.04% of the 13F portfolio, value $3,062,899.

    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 7,730 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $360,875.

    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).