Skip to content
Disclosery

Atria Wealth Solutions, Inc.: FMAY position timeline

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

Atria Wealth Solutions, Inc. held 4,075 FMAY 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 4,075 shares
    Change vs previous 13F -571 shares

    <0.01% of the 13F portfolio, value $203,903.

    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 4,646 shares
    Change vs previous 13F -20,139 shares

    <0.01% of the 13F portfolio, value $214,546.

    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 24,785 shares
    Change vs previous 13F -3,851 shares

    0.01% of the 13F portfolio, value $1,175,552.

    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 28,636 shares
    Change vs previous 13F -3,259 shares

    0.01% of the 13F portfolio, value $1,331,860.

    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 31,895 shares
    Change vs previous 13F +8,822 shares

    0.02% of the 13F portfolio, value $1,424,112.

    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 23,073 shares
    Change vs previous 13F +805 shares

    0.01% of the 13F portfolio, value $997,215.

    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 22,268 shares
    Change vs previous 13F +2,347 shares

    0.01% of the 13F portfolio, value $922,786.

    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 19,921 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $762,974.

    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).