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Atria Wealth Solutions, Inc.: FQAL position timeline

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

Atria Wealth Solutions, Inc. held 15,449 FQAL 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 15,449 shares
    Change vs previous 13F -5,938 shares

    0.02% of the 13F portfolio, value $1,075,714.

    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 21,387 shares
    Change vs previous 13F +3,327 shares

    0.02% of the 13F portfolio, value $1,372,161.

    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 18,060 shares
    Change vs previous 13F +2,713 shares

    0.01% of the 13F portfolio, value $1,181,671.

    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 15,347 shares
    Change vs previous 13F +3,432 shares

    0.01% of the 13F portfolio, value $996,030.

    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 11,915 shares
    Change vs previous 13F +7,328 shares

    0.01% of the 13F portfolio, value $730,599.

    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 4,587 shares
    Change vs previous 13F -196 shares

    <0.01% of the 13F portfolio, value $270,340.

    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 4,783 shares
    Change vs previous 13F +7 shares

    <0.01% of the 13F portfolio, value $259,917.

    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 4,776 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $235,431.

    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).