Atria Wealth Solutions, Inc.: FSMD position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Atria Wealth Solutions, Inc. on FSMD, newest first. How the timeline and the estimate are built.
Atria Wealth Solutions, Inc. held 13,197 FSMD shares at 2025-06-30 per its 13F-HR filed 2025-07-25.
the latest 13F is the newest step
- period ended2025-06-3013F 13,197 sharesChange vs previous 13F +20 shares
0.01% of the 13F portfolio, value $547,280.
13F-HR 0001420506-25-001582 filed by Atria Wealth Solutions, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 13,177 sharesChange vs previous 13F +3,106 shares
0.01% of the 13F portfolio, value $516,011.
13F-HR 0001420506-25-000956 filed by Atria Wealth Solutions, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 10,071 sharesChange vs previous 13F +2,043 shares
<0.01% of the 13F portfolio, value $414,623.
13F-HR 0001420506-25-000086 filed by Atria Wealth Solutions, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 8,028 sharesChange vs previous 13F +1,961 shares
<0.01% of the 13F portfolio, value $332,359.
13F-HR 0001420506-24-002255 filed by Atria Wealth Solutions, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-06-3013F 6,067 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $228,594.
13F-HR 0001420506-24-001135 filed by Atria Wealth Solutions, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).