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Atria Wealth Solutions, Inc.: FVD position timeline

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

Atria Wealth Solutions, Inc. held 270,844 FVD 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 270,844 shares
    Change vs previous 13F -155,064 shares

    0.28% of the 13F portfolio, value $12,246,308.

    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 425,908 shares
    Change vs previous 13F -21,847 shares

    0.23% of the 13F portfolio, value $18,991,222.

    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 447,755 shares
    Change vs previous 13F -68,837 shares

    0.21% of the 13F portfolio, value $19,540,050.

    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 516,592 shares
    Change vs previous 13F -11,032 shares

    0.26% of the 13F portfolio, value $23,499,781.

    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 527,624 shares
    Change vs previous 13F -79,803 shares

    0.24% of the 13F portfolio, value $21,502,798.

    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 607,427 shares
    Change vs previous 13F -125,173 shares

    0.29% of the 13F portfolio, value $25,651,620.

    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 732,600 shares
    Change vs previous 13F -215,752 shares

    0.37% of the 13F portfolio, value $29,714,268.

    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 948,352 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $35,458,947.

    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).