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Atria Wealth Solutions, Inc.: FTA position timeline

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

Atria Wealth Solutions, Inc. held 2,766 FTA 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 2,766 shares
    Change vs previous 13F -18,663 shares

    <0.01% of the 13F portfolio, value $217,491.

    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 21,429 shares
    Change vs previous 13F -10,594 shares

    0.02% of the 13F portfolio, value $1,644,033.

    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 32,023 shares
    Change vs previous 13F -20,595 shares

    0.03% of the 13F portfolio, value $2,448,450.

    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 52,618 shares
    Change vs previous 13F +422 shares

    0.05% of the 13F portfolio, value $4,163,671.

    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 52,196 shares
    Change vs previous 13F +2,890 shares

    0.04% of the 13F portfolio, value $3,841,597.

    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 49,306 shares
    Change vs previous 13F -3,829 shares

    0.04% of the 13F portfolio, value $3,766,017.

    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 53,135 shares
    Change vs previous 13F +236 shares

    0.05% of the 13F portfolio, value $3,764,083.

    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 52,899 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $3,426,767.

    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).