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Atria Wealth Solutions, Inc.: FNDX position timeline

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

Atria Wealth Solutions, Inc. held 25,951 FNDX 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 25,951 shares
    Change vs previous 13F -19,563 shares

    0.01% of the 13F portfolio, value $637,632.

    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 45,514 shares
    Change vs previous 13F -31,458 shares

    0.01% of the 13F portfolio, value $1,074,594.

    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 76,972 shares
    Change vs previous 13F +52,736 shares

    0.02% of the 13F portfolio, value $1,822,697.

    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 24,236 shares
    Change vs previous 13F +9,403 shares

    0.02% of the 13F portfolio, value $1,739,151.

    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 14,833 shares
    Change vs previous 13F -4,895 shares

    0.01% of the 13F portfolio, value $995,726.

    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 19,728 shares
    Change vs previous 13F +8,058 shares

    0.02% of the 13F portfolio, value $1,329,457.

    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 11,670 shares
    Change vs previous 13F +3,286 shares

    0.01% of the 13F portfolio, value $722,840.

    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 8,384 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $469,252.

    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).