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Disclosery

Atria Wealth Solutions, Inc.: FTLS position timeline

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

Atria Wealth Solutions, Inc. held 12,318 FTLS 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 12,318 shares
    Change vs previous 13F -27,735 shares

    0.02% of the 13F portfolio, value $816,443.

    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 40,053 shares
    Change vs previous 13F +22,720 shares

    0.03% of the 13F portfolio, value $2,566,597.

    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 17,333 shares
    Change vs previous 13F -28,837 shares

    0.01% of the 13F portfolio, value $1,140,685.

    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 46,170 shares
    Change vs previous 13F -7,782 shares

    0.03% of the 13F portfolio, value $2,930,383.

    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 53,952 shares
    Change vs previous 13F +7,978 shares

    0.04% of the 13F portfolio, value $3,376,863.

    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 45,974 shares
    Change vs previous 13F -1,351 shares

    0.03% of the 13F portfolio, value $2,834,728.

    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 47,325 shares
    Change vs previous 13F -627 shares

    0.03% of the 13F portfolio, value $2,662,500.

    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 47,952 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,548,658.

    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).