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Atria Wealth Solutions, Inc.: ABT position timeline

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

Atria Wealth Solutions, Inc. held 34,812 ABT 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 34,812 shares
    Change vs previous 13F -32,282 shares

    0.11% of the 13F portfolio, value $4,730,251.

    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 67,094 shares
    Change vs previous 13F -10,308 shares

    0.11% of the 13F portfolio, value $8,900,015.

    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 77,402 shares
    Change vs previous 13F +2,259 shares

    0.1% of the 13F portfolio, value $8,754,981.

    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 75,143 shares
    Change vs previous 13F +932 shares

    0.09% of the 13F portfolio, value $8,566,962.

    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 74,211 shares
    Change vs previous 13F -3,290 shares

    0.09% of the 13F portfolio, value $7,711,287.

    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 77,501 shares
    Change vs previous 13F +6,187 shares

    0.1% of the 13F portfolio, value $8,808,865.

    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 71,314 shares
    Change vs previous 13F +3,670 shares

    0.1% of the 13F portfolio, value $7,849,436.

    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 67,644 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $6,551,396.

    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).