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Atria Wealth Solutions, Inc.: TFLO position timeline

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

Atria Wealth Solutions, Inc. held 26,031 TFLO 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 26,031 shares
    Change vs previous 13F -47,842 shares

    0.03% of the 13F portfolio, value $1,318,367.

    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 73,873 shares
    Change vs previous 13F -227,736 shares

    0.05% of the 13F portfolio, value $3,742,436.

    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 301,609 shares
    Change vs previous 13F +41,007 shares

    0.17% of the 13F portfolio, value $15,222,197.

    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 260,602 shares
    Change vs previous 13F -846 shares

    0.14% of the 13F portfolio, value $13,186,472.

    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 261,448 shares
    Change vs previous 13F -98,972 shares

    0.15% of the 13F portfolio, value $13,244,972.

    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 360,420 shares
    Change vs previous 13F -306,260 shares

    0.21% of the 13F portfolio, value $18,269,681.

    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 666,680 shares
    Change vs previous 13F -3,071 shares

    0.42% of the 13F portfolio, value $33,647,304.

    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 669,751 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $33,983,188.

    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).