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Atria Wealth Solutions, Inc.: FTEC position timeline

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

Atria Wealth Solutions, Inc. held 50,082 FTEC 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 50,082 shares
    Change vs previous 13F -53,841 shares

    0.22% of the 13F portfolio, value $9,935,178.

    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 103,923 shares
    Change vs previous 13F +24,793 shares

    0.2% of the 13F portfolio, value $16,759,742.

    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 79,130 shares
    Change vs previous 13F -10,929 shares

    0.16% of the 13F portfolio, value $14,629,396.

    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 90,059 shares
    Change vs previous 13F +9,345 shares

    0.17% of the 13F portfolio, value $15,715,297.

    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 80,714 shares
    Change vs previous 13F -5,827 shares

    0.15% of the 13F portfolio, value $13,843,937.

    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 86,541 shares
    Change vs previous 13F +2,207 shares

    0.15% of the 13F portfolio, value $13,486,546.

    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 84,334 shares
    Change vs previous 13F +11,482 shares

    0.15% of the 13F portfolio, value $12,113,733.

    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 72,852 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $8,955,722.

    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).