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Atria Wealth Solutions, Inc.: FNV position timeline

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

Atria Wealth Solutions, Inc. held 17,890 FNV 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 17,890 shares
    Change vs previous 13F +1,565 shares

    0.07% of the 13F portfolio, value $2,933,471.

    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 16,325 shares
    Change vs previous 13F +3,043 shares

    0.03% of the 13F portfolio, value $2,572,309.

    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 13,282 shares
    Change vs previous 13F +5,219 shares

    0.02% of the 13F portfolio, value $1,561,849.

    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 8,063 shares
    Change vs previous 13F -1 shares

    0.01% of the 13F portfolio, value $1,001,847.

    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 8,064 shares
    Change vs previous 13F -247 shares

    0.01% of the 13F portfolio, value $955,777.

    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 8,311 shares
    Change vs previous 13F +188 shares

    0.01% of the 13F portfolio, value $990,371.

    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 8,123 shares
    Change vs previous 13F -146 shares

    0.01% of the 13F portfolio, value $900,121.

    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 8,269 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,103,835.

    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).