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Atria Wealth Solutions, Inc.: FTSM position timeline

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

Atria Wealth Solutions, Inc. held 131,617 FTSM 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 131,617 shares
    Change vs previous 13F -28,194 shares

    0.18% of the 13F portfolio, value $7,895,395.

    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 159,811 shares
    Change vs previous 13F -36,566 shares

    0.12% of the 13F portfolio, value $9,597,627.

    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 196,377 shares
    Change vs previous 13F -85,575 shares

    0.13% of the 13F portfolio, value $11,737,507.

    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 281,952 shares
    Change vs previous 13F +53,247 shares

    0.18% of the 13F portfolio, value $16,935,385.

    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 228,705 shares
    Change vs previous 13F -16,018 shares

    0.15% of the 13F portfolio, value $13,653,153.

    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 244,723 shares
    Change vs previous 13F -81,218 shares

    0.17% of the 13F portfolio, value $14,611,026.

    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 325,941 shares
    Change vs previous 13F -236,232 shares

    0.24% of the 13F portfolio, value $19,478,703.

    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 562,173 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $33,488,609.

    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).