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Atria Wealth Solutions, Inc.: FLTR position timeline

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

Atria Wealth Solutions, Inc. held 29,769 FLTR 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 29,769 shares
    Change vs previous 13F -9,758 shares

    0.02% of the 13F portfolio, value $757,795.

    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 39,527 shares
    Change vs previous 13F +10,646 shares

    0.01% of the 13F portfolio, value $1,009,916.

    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 28,881 shares
    Change vs previous 13F -574 shares

    0.01% of the 13F portfolio, value $735,011.

    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 29,455 shares
    Change vs previous 13F -4,639 shares

    0.01% of the 13F portfolio, value $750,219.

    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 34,094 shares
    Change vs previous 13F +7,938 shares

    0.01% of the 13F portfolio, value $869,738.

    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 26,156 shares
    Change vs previous 13F -10,099 shares

    0.01% of the 13F portfolio, value $667,240.

    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 36,255 shares
    Change vs previous 13F -23,951 shares

    0.01% of the 13F portfolio, value $911,813.

    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 60,206 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,522,614.

    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).