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Atria Wealth Solutions, Inc.: FTGS position timeline

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

Atria Wealth Solutions, Inc. held 9,284 FTGS 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 9,284 shares
    Change vs previous 13F -52,327 shares

    0.01% of the 13F portfolio, value $317,420.

    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 61,611 shares
    Change vs previous 13F -198,479 shares

    0.02% of the 13F portfolio, value $1,832,928.

    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 260,090 shares
    Change vs previous 13F +9,184 shares

    0.09% of the 13F portfolio, value $8,166,826.

    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 250,906 shares
    Change vs previous 13F +212,474 shares

    0.09% of the 13F portfolio, value $7,833,285.

    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 38,432 shares
    Change vs previous 13F +17,075 shares

    0.01% of the 13F portfolio, value $1,172,560.

    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 21,357 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $655,873.

    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).