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Atria Wealth Solutions, Inc.: FV position timeline

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

Atria Wealth Solutions, Inc. held 23,417 FV 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 23,417 shares
    Change vs previous 13F -5,171 shares

    0.03% of the 13F portfolio, value $1,388,086.

    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 28,588 shares
    Change vs previous 13F +899 shares

    0.02% of the 13F portfolio, value $1,568,369.

    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 27,689 shares
    Change vs previous 13F -2,378 shares

    0.02% of the 13F portfolio, value $1,635,322.

    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 30,067 shares
    Change vs previous 13F -170 shares

    0.02% of the 13F portfolio, value $1,752,026.

    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 30,237 shares
    Change vs previous 13F -29,650 shares

    0.02% of the 13F portfolio, value $1,731,606.

    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 59,887 shares
    Change vs previous 13F +4,033 shares

    0.04% of the 13F portfolio, value $3,427,356.

    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 55,854 shares
    Change vs previous 13F +6,960 shares

    0.04% of the 13F portfolio, value $2,879,267.

    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 48,894 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,166,009.

    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).