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Disclosery

Atria Wealth Solutions, Inc.: FN position timeline

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

Atria Wealth Solutions, Inc. held 1,461 FN 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 1,461 shares
    Change vs previous 13F -3,996 shares

    0.01% of the 13F portfolio, value $430,527.

    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 5,457 shares
    Change vs previous 13F +1,582 shares

    0.01% of the 13F portfolio, value $1,077,812.

    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 3,875 shares
    Change vs previous 13F -834 shares

    0.01% of the 13F portfolio, value $852,035.

    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 4,709 shares
    Change vs previous 13F +206 shares

    0.01% of the 13F portfolio, value $1,113,396.

    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 4,503 shares
    Change vs previous 13F +2,066 shares

    0.01% of the 13F portfolio, value $1,102,289.

    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 2,437 shares
    Change vs previous 13F -65 shares

    0.01% of the 13F portfolio, value $460,642.

    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 2,502 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $476,206.

    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).