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Atria Wealth Solutions, Inc.: FTSL position timeline

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

Atria Wealth Solutions, Inc. held 17,265 FTSL 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 17,265 shares
    Change vs previous 13F -20,022 shares

    0.02% of the 13F portfolio, value $792,289.

    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 37,287 shares
    Change vs previous 13F -4,136 shares

    0.02% of the 13F portfolio, value $1,702,129.

    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 41,423 shares
    Change vs previous 13F -8,546 shares

    0.02% of the 13F portfolio, value $1,915,385.

    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 49,969 shares
    Change vs previous 13F -44,078 shares

    0.02% of the 13F portfolio, value $2,293,059.

    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 94,047 shares
    Change vs previous 13F +38,662 shares

    0.05% of the 13F portfolio, value $4,300,067.

    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 55,385 shares
    Change vs previous 13F +6,805 shares

    0.03% of the 13F portfolio, value $2,559,357.

    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 48,580 shares
    Change vs previous 13F +4,321 shares

    0.03% of the 13F portfolio, value $2,238,047.

    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 44,259 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,024,382.

    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).