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Atria Wealth Solutions, Inc.: FXH position timeline

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

Atria Wealth Solutions, Inc. held 11,929 FXH 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 11,929 shares
    Change vs previous 13F -246 shares

    0.03% of the 13F portfolio, value $1,230,895.

    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 12,175 shares
    Change vs previous 13F -267 shares

    0.02% of the 13F portfolio, value $1,261,280.

    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 12,442 shares
    Change vs previous 13F -13,094 shares

    0.01% of the 13F portfolio, value $1,295,597.

    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 25,536 shares
    Change vs previous 13F -4,774 shares

    0.03% of the 13F portfolio, value $2,856,505.

    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 30,310 shares
    Change vs previous 13F +387 shares

    0.04% of the 13F portfolio, value $3,168,009.

    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 29,923 shares
    Change vs previous 13F -324 shares

    0.04% of the 13F portfolio, value $3,279,310.

    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 30,247 shares
    Change vs previous 13F -1,354 shares

    0.04% of the 13F portfolio, value $3,132,264.

    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 31,601 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,070,411.

    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).