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Disclosery

Atria Wealth Solutions, Inc.: FNDA position timeline

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

Atria Wealth Solutions, Inc. held 87,555 FNDA 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 87,555 shares
    Change vs previous 13F +10,936 shares

    0.06% of the 13F portfolio, value $2,508,437.

    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 76,619 shares
    Change vs previous 13F +9,103 shares

    0.03% of the 13F portfolio, value $2,098,584.

    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 67,516 shares
    Change vs previous 13F +35,092 shares

    0.02% of the 13F portfolio, value $2,005,225.

    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 32,424 shares
    Change vs previous 13F +4,338 shares

    0.02% of the 13F portfolio, value $1,931,475.

    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 28,086 shares
    Change vs previous 13F +9,345 shares

    0.02% of the 13F portfolio, value $1,548,415.

    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 18,741 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,068,799.

    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).