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Atria Wealth Solutions, Inc.: FSK position timeline

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

Atria Wealth Solutions, Inc. held 37,505 FSK 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 37,505 shares
    Change vs previous 13F -138,444 shares

    0.02% of the 13F portfolio, value $780,451.

    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 175,949 shares
    Change vs previous 13F -35,135 shares

    0.05% of the 13F portfolio, value $3,760,165.

    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 211,084 shares
    Change vs previous 13F -720 shares

    0.05% of the 13F portfolio, value $4,584,751.

    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 211,804 shares
    Change vs previous 13F +2,858 shares

    0.05% of the 13F portfolio, value $4,263,035.

    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 208,946 shares
    Change vs previous 13F +13,287 shares

    0.05% of the 13F portfolio, value $4,186,083.

    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 195,659 shares
    Change vs previous 13F +33,876 shares

    0.04% of the 13F portfolio, value $3,744,721.

    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 161,783 shares
    Change vs previous 13F +4,082 shares

    0.04% of the 13F portfolio, value $3,276,263.

    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 157,701 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,147,526.

    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).