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Atria Wealth Solutions, Inc.: FTNT position timeline

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

Atria Wealth Solutions, Inc. held 27,967 FTNT 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 27,967 shares
    Change vs previous 13F -9,940 shares

    0.07% of the 13F portfolio, value $2,956,625.

    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 37,907 shares
    Change vs previous 13F -1,981 shares

    0.04% of the 13F portfolio, value $3,648,908.

    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 39,888 shares
    Change vs previous 13F -815 shares

    0.04% of the 13F portfolio, value $3,768,620.

    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 40,703 shares
    Change vs previous 13F -9,417 shares

    0.03% of the 13F portfolio, value $3,156,452.

    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 50,120 shares
    Change vs previous 13F -1,120 shares

    0.03% of the 13F portfolio, value $3,020,706.

    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 51,240 shares
    Change vs previous 13F -11,442 shares

    0.04% of the 13F portfolio, value $3,500,184.

    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 62,682 shares
    Change vs previous 13F -44,366 shares

    0.05% of the 13F portfolio, value $3,668,771.

    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 107,048 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $6,281,577.

    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).