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Atria Wealth Solutions, Inc.: FMB position timeline

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

Atria Wealth Solutions, Inc. held 14,382 FMB 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 14,382 shares
    Change vs previous 13F +1,128 shares

    0.02% of the 13F portfolio, value $716,898.

    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 13,254 shares
    Change vs previous 13F -860 shares

    0.01% of the 13F portfolio, value $668,307.

    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 14,114 shares
    Change vs previous 13F -8,146 shares

    0.01% of the 13F portfolio, value $719,958.

    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 22,260 shares
    Change vs previous 13F +1,170 shares

    0.01% of the 13F portfolio, value $1,156,621.

    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 21,090 shares
    Change vs previous 13F -303 shares

    0.01% of the 13F portfolio, value $1,076,864.

    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 21,393 shares
    Change vs previous 13F +2,448 shares

    0.01% of the 13F portfolio, value $1,098,728.

    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 18,945 shares
    Change vs previous 13F -1,383 shares

    0.01% of the 13F portfolio, value $978,771.

    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 20,328 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $993,643.

    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).