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Atria Wealth Solutions, Inc.: FTCS position timeline

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

Atria Wealth Solutions, Inc. held 108,634 FTCS 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 108,634 shares
    Change vs previous 13F -72,760 shares

    0.22% of the 13F portfolio, value $9,885,946.

    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 181,394 shares
    Change vs previous 13F -99,681 shares

    0.2% of the 13F portfolio, value $16,260,167.

    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 281,075 shares
    Change vs previous 13F -16,836 shares

    0.27% of the 13F portfolio, value $24,684,081.

    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 297,911 shares
    Change vs previous 13F -3,285 shares

    0.29% of the 13F portfolio, value $27,050,359.

    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 301,196 shares
    Change vs previous 13F -1,203 shares

    0.28% of the 13F portfolio, value $25,314,894.

    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 302,399 shares
    Change vs previous 13F -13,221 shares

    0.29% of the 13F portfolio, value $25,900,503.

    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 315,620 shares
    Change vs previous 13F +85 shares

    0.32% of the 13F portfolio, value $25,262,175.

    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 315,535 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $23,232,868.

    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).