Atria Wealth Solutions, Inc.: FTSD position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Atria Wealth Solutions, Inc. on FTSD, newest first. How the timeline and the estimate are built.
Atria Wealth Solutions, Inc. held 11,168 FTSD shares at 2025-06-30 per its 13F-HR filed 2025-07-25.
the latest 13F is the newest step
- period ended2025-06-3013F 11,168 sharesChange vs previous 13F -1,426 shares
0.02% of the 13F portfolio, value $1,014,948.
13F-HR 0001420506-25-001582 filed by Atria Wealth Solutions, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 12,594 sharesChange vs previous 13F -974 shares
0.01% of the 13F portfolio, value $1,143,157.
13F-HR 0001420506-25-000956 filed by Atria Wealth Solutions, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 13,568 sharesChange vs previous 13F +2,951 shares
0.01% of the 13F portfolio, value $1,224,648.
13F-HR 0001420506-25-000086 filed by Atria Wealth Solutions, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 10,617 sharesChange vs previous 13F +2,859 shares
0.01% of the 13F portfolio, value $969,371.
13F-HR 0001420506-24-002255 filed by Atria Wealth Solutions, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-06-3013F 7,758 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $698,725.
13F-HR 0001420506-24-001135 filed by Atria Wealth Solutions, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).