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Atria Wealth Solutions, Inc.: FTGC position timeline

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

Atria Wealth Solutions, Inc. held 48,838 FTGC 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 48,838 shares
    Change vs previous 13F -55,934 shares

    0.03% of the 13F portfolio, value $1,204,893.

    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 104,772 shares
    Change vs previous 13F -37,636 shares

    0.03% of the 13F portfolio, value $2,673,781.

    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 142,408 shares
    Change vs previous 13F -5,934 shares

    0.04% of the 13F portfolio, value $3,407,820.

    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 148,342 shares
    Change vs previous 13F -43,505 shares

    0.04% of the 13F portfolio, value $3,514,214.

    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 191,847 shares
    Change vs previous 13F -14,214 shares

    0.05% of the 13F portfolio, value $4,588,039.

    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 206,061 shares
    Change vs previous 13F -58,855 shares

    0.06% of the 13F portfolio, value $4,887,760.

    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 264,916 shares
    Change vs previous 13F -176,565 shares

    0.07% of the 13F portfolio, value $5,944,967.

    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 441,481 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $10,595,566.

    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).