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Disclosery

Atria Wealth Solutions, Inc.: ABLD position timeline

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

Atria Wealth Solutions, Inc. held 0 ABLD shares at 2024-12-31 per its 13F-HR filed 2025-01-31.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 0 shares
    Change vs previous 13F -22,838 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2024-09-30
    13F 22,838 shares
    Change vs previous 13F +242 shares

    0.01% of the 13F portfolio, value $724,891.

    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).

  3. period ended2024-06-30
    13F 22,596 shares
    Change vs previous 13F -1,592 shares

    0.01% of the 13F portfolio, value $681,204.

    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).

  4. period ended2024-03-31
    13F 24,188 shares
    Change vs previous 13F +3,618 shares

    0.01% of the 13F portfolio, value $743,155.

    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).

  5. period ended2023-12-31
    13F 20,570 shares
    Change vs previous 13F -761 shares

    0.01% of the 13F portfolio, value $594,126.

    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).

  6. period ended2023-09-30
    13F 21,331 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $579,922.

    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).