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Atria Wealth Solutions, Inc.: FNY position timeline

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

Atria Wealth Solutions, Inc. held 8,849 FNY 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 8,849 shares
    Change vs previous 13F -21,398 shares

    0.02% of the 13F portfolio, value $729,674.

    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 30,247 shares
    Change vs previous 13F +1,042 shares

    0.03% of the 13F portfolio, value $2,264,903.

    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 29,205 shares
    Change vs previous 13F -1,681 shares

    0.03% of the 13F portfolio, value $2,336,407.

    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 30,886 shares
    Change vs previous 13F -478 shares

    0.03% of the 13F portfolio, value $2,459,851.

    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 31,364 shares
    Change vs previous 13F -2,123 shares

    0.03% of the 13F portfolio, value $2,307,794.

    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 33,487 shares
    Change vs previous 13F +7,783 shares

    0.03% of the 13F portfolio, value $2,531,983.

    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 25,704 shares
    Change vs previous 13F +811 shares

    0.02% of the 13F portfolio, value $1,750,975.

    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 24,893 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,511,012.

    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).