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Atria Wealth Solutions, Inc.: FPE position timeline

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

Atria Wealth Solutions, Inc. held 157,272 FPE 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 157,272 shares
    Change vs previous 13F -69,997 shares

    0.06% of the 13F portfolio, value $2,799,444.

    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 227,269 shares
    Change vs previous 13F +40,597 shares

    0.05% of the 13F portfolio, value $3,997,651.

    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 186,672 shares
    Change vs previous 13F +23,067 shares

    0.04% of the 13F portfolio, value $3,304,092.

    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 163,605 shares
    Change vs previous 13F +7,845 shares

    0.03% of the 13F portfolio, value $2,961,253.

    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 155,760 shares
    Change vs previous 13F +1,179 shares

    0.03% of the 13F portfolio, value $2,705,497.

    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 154,581 shares
    Change vs previous 13F -3,747 shares

    0.03% of the 13F portfolio, value $2,677,349.

    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 158,328 shares
    Change vs previous 13F -6,106 shares

    0.03% of the 13F portfolio, value $2,669,399.

    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 164,434 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,626,016.

    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).