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Atria Wealth Solutions, Inc.: FVAL position timeline

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

Atria Wealth Solutions, Inc. held 27,598 FVAL 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 27,598 shares
    Change vs previous 13F -2,579 shares

    0.04% of the 13F portfolio, value $1,766,297.

    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 30,177 shares
    Change vs previous 13F +3,933 shares

    0.02% of the 13F portfolio, value $1,798,247.

    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 26,244 shares
    Change vs previous 13F -6,962 shares

    0.02% of the 13F portfolio, value $1,614,612.

    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 33,206 shares
    Change vs previous 13F +2,201 shares

    0.02% of the 13F portfolio, value $2,012,258.

    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 31,005 shares
    Change vs previous 13F +7,418 shares

    0.02% of the 13F portfolio, value $1,785,354.

    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 23,587 shares
    Change vs previous 13F +7,867 shares

    0.02% of the 13F portfolio, value $1,345,631.

    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 15,720 shares
    Change vs previous 13F -1,598 shares

    0.01% of the 13F portfolio, value $833,105.

    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 17,318 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $828,646.

    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).