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Atria Wealth Solutions, Inc.: FYT position timeline

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

Atria Wealth Solutions, Inc. held 12,920 FYT 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 12,920 shares
    Change vs previous 13F -164 shares

    0.02% of the 13F portfolio, value $671,842.

    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 13,084 shares
    Change vs previous 13F -8,050 shares

    0.01% of the 13F portfolio, value $650,667.

    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 21,134 shares
    Change vs previous 13F +3,747 shares

    0.01% of the 13F portfolio, value $1,162,561.

    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 17,387 shares
    Change vs previous 13F +566 shares

    0.01% of the 13F portfolio, value $965,845.

    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 16,821 shares
    Change vs previous 13F -12,963 shares

    0.01% of the 13F portfolio, value $870,486.

    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 29,784 shares
    Change vs previous 13F -1,401 shares

    0.02% of the 13F portfolio, value $1,618,151.

    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 31,185 shares
    Change vs previous 13F +5,536 shares

    0.02% of the 13F portfolio, value $1,696,140.

    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 25,649 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,204,880.

    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).