Skip to content
Disclosery

Atria Wealth Solutions, Inc.: AAPL position timeline

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

Atria Wealth Solutions, Inc. held 346,234 AAPL 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 346,234 shares
    Change vs previous 13F -519,637 shares

    1.63% of the 13F portfolio, value $72,041,284.

    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 865,871 shares
    Change vs previous 13F -170,024 shares

    2.32% of the 13F portfolio, value $192,335,835.

    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 1,035,895 shares
    Change vs previous 13F -109,219 shares

    2.85% of the 13F portfolio, value $259,408,878.

    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 1,145,114 shares
    Change vs previous 13F -133,108 shares

    2.9% of the 13F portfolio, value $266,811,672.

    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 1,278,222 shares
    Change vs previous 13F -79,756 shares

    2.98% of the 13F portfolio, value $269,219,229.

    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 1,357,978 shares
    Change vs previous 13F -8,466 shares

    2.63% of the 13F portfolio, value $232,865,970.

    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 1,366,444 shares
    Change vs previous 13F -11,283 shares

    3.31% of the 13F portfolio, value $263,081,551.

    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 1,377,727 shares
    Change vs previous 13F not available

    3.31% of the 13F portfolio, value $235,880,694.

    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).