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Atria Wealth Solutions, Inc.: FMHI position timeline

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

Atria Wealth Solutions, Inc. held 5,820 FMHI 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 5,820 shares
    Change vs previous 13F +342 shares

    0.01% of the 13F portfolio, value $271,794.

    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 5,478 shares
    Change vs previous 13F -7,290 shares

    <0.01% of the 13F portfolio, value $261,876.

    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 12,768 shares
    Change vs previous 13F -5,068 shares

    0.01% of the 13F portfolio, value $616,567.

    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 17,836 shares
    Change vs previous 13F +1,888 shares

    0.01% of the 13F portfolio, value $881,123.

    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 15,948 shares
    Change vs previous 13F +3,490 shares

    0.01% of the 13F portfolio, value $770,607.

    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 12,458 shares
    Change vs previous 13F +7,029 shares

    0.01% of the 13F portfolio, value $600,226.

    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 5,429 shares
    Change vs previous 13F -4,555 shares

    <0.01% of the 13F portfolio, value $258,855.

    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 9,984 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $449,979.

    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).