Skip to content
Disclosery

Atria Wealth Solutions, Inc.: FSTA position timeline

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

Atria Wealth Solutions, Inc. held 52,791 FSTA 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 52,791 shares
    Change vs previous 13F +934 shares

    0.06% of the 13F portfolio, value $2,710,448.

    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 51,857 shares
    Change vs previous 13F +15,362 shares

    0.03% of the 13F portfolio, value $2,651,435.

    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 36,495 shares
    Change vs previous 13F -175,753 shares

    0.02% of the 13F portfolio, value $1,803,948.

    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 212,248 shares
    Change vs previous 13F -24,780 shares

    0.12% of the 13F portfolio, value $10,835,264.

    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 237,028 shares
    Change vs previous 13F +193,428 shares

    0.12% of the 13F portfolio, value $11,235,767.

    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 43,600 shares
    Change vs previous 13F -6,171 shares

    0.02% of the 13F portfolio, value $2,074,488.

    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 49,771 shares
    Change vs previous 13F -17,316 shares

    0.03% of the 13F portfolio, value $2,221,410.

    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 67,087 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,856,574.

    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).