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Atria Wealth Solutions, Inc.: FNOV position timeline

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

Atria Wealth Solutions, Inc. held 6,686 FNOV 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 6,686 shares
    Change vs previous 13F -9,598 shares

    0.01% of the 13F portfolio, value $335,035.

    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 16,284 shares
    Change vs previous 13F -8,422 shares

    0.01% of the 13F portfolio, value $759,984.

    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 24,706 shares
    Change vs previous 13F +3,023 shares

    0.01% of the 13F portfolio, value $1,181,440.

    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 21,683 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $1,022,933.

    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 21,683 shares
    Change vs previous 13F -5,812 shares

    0.01% of the 13F portfolio, value $998,103.

    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 27,495 shares
    Change vs previous 13F -1,988 shares

    0.01% of the 13F portfolio, value $1,230,082.

    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 29,483 shares
    Change vs previous 13F +7,419 shares

    0.02% of the 13F portfolio, value $1,253,434.

    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 22,064 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $857,445.

    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).