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Atria Wealth Solutions, Inc.: FTHI position timeline

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

Atria Wealth Solutions, Inc. held 60,697 FTHI 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 60,697 shares
    Change vs previous 13F -111,184 shares

    0.03% of the 13F portfolio, value $1,386,923.

    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 171,881 shares
    Change vs previous 13F -1,258 shares

    0.05% of the 13F portfolio, value $3,757,321.

    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 173,139 shares
    Change vs previous 13F +11,875 shares

    0.04% of the 13F portfolio, value $4,028,951.

    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 161,264 shares
    Change vs previous 13F +52,519 shares

    0.04% of the 13F portfolio, value $3,712,308.

    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 108,745 shares
    Change vs previous 13F -6,467 shares

    0.03% of the 13F portfolio, value $2,443,866.

    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 115,212 shares
    Change vs previous 13F +9,588 shares

    0.03% of the 13F portfolio, value $2,588,813.

    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 105,624 shares
    Change vs previous 13F +8,385 shares

    0.03% of the 13F portfolio, value $2,256,135.

    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 97,239 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,984,688.

    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).