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Atria Wealth Solutions, Inc.: FTXN position timeline

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

Atria Wealth Solutions, Inc. held 12,489 FTXN 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 12,489 shares
    Change vs previous 13F +300 shares

    0.01% of the 13F portfolio, value $344,637.

    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 12,189 shares
    Change vs previous 13F -114 shares

    <0.01% of the 13F portfolio, value $369,077.

    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 12,303 shares
    Change vs previous 13F +1,630 shares

    <0.01% of the 13F portfolio, value $353,702.

    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 10,673 shares
    Change vs previous 13F +525 shares

    <0.01% of the 13F portfolio, value $308,986.

    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 10,148 shares
    Change vs previous 13F -10,315 shares

    <0.01% of the 13F portfolio, value $313,171.

    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 20,463 shares
    Change vs previous 13F +10,956 shares

    0.01% of the 13F portfolio, value $660,877.

    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 9,507 shares
    Change vs previous 13F +274 shares

    <0.01% of the 13F portfolio, value $269,029.

    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 9,233 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $277,359.

    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).