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Atria Wealth Solutions, Inc.: FPEI position timeline

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

Atria Wealth Solutions, Inc. held 20,405 FPEI 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 20,405 shares
    Change vs previous 13F +1,323 shares

    0.01% of the 13F portfolio, value $387,484.

    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 19,082 shares
    Change vs previous 13F -4,560 shares

    <0.01% of the 13F portfolio, value $356,841.

    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 23,642 shares
    Change vs previous 13F -4,231 shares

    <0.01% of the 13F portfolio, value $442,102.

    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 27,873 shares
    Change vs previous 13F +16,689 shares

    0.01% of the 13F portfolio, value $531,543.

    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 11,184 shares
    Change vs previous 13F -44,371 shares

    <0.01% of the 13F portfolio, value $205,453.

    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 55,555 shares
    Change vs previous 13F -7,948 shares

    0.01% of the 13F portfolio, value $1,012,210.

    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 63,503 shares
    Change vs previous 13F -15,717 shares

    0.01% of the 13F portfolio, value $1,132,252.

    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 79,220 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,337,240.

    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).