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Atria Wealth Solutions, Inc.: FREL position timeline

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

Atria Wealth Solutions, Inc. held 55,917 FREL 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 55,917 shares
    Change vs previous 13F +6,536 shares

    0.03% of the 13F portfolio, value $1,517,896.

    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 49,381 shares
    Change vs previous 13F +22,026 shares

    0.02% of the 13F portfolio, value $1,356,483.

    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 27,355 shares
    Change vs previous 13F +2,898 shares

    0.01% of the 13F portfolio, value $739,132.

    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 24,457 shares
    Change vs previous 13F -427 shares

    0.01% of the 13F portfolio, value $720,992.

    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 24,884 shares
    Change vs previous 13F +32 shares

    0.01% of the 13F portfolio, value $630,561.

    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 24,852 shares
    Change vs previous 13F +588 shares

    0.01% of the 13F portfolio, value $648,389.

    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 24,264 shares
    Change vs previous 13F +1,317 shares

    0.01% of the 13F portfolio, value $646,636.

    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 22,947 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $522,044.

    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).