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Atria Wealth Solutions, Inc.: ACN position timeline

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

Atria Wealth Solutions, Inc. held 8,643 ACN 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 8,643 shares
    Change vs previous 13F -9,915 shares

    0.06% of the 13F portfolio, value $2,591,922.

    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 18,558 shares
    Change vs previous 13F -216 shares

    0.07% of the 13F portfolio, value $5,790,751.

    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 18,774 shares
    Change vs previous 13F -2,861 shares

    0.07% of the 13F portfolio, value $6,604,579.

    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 21,635 shares
    Change vs previous 13F -418 shares

    0.08% of the 13F portfolio, value $7,647,696.

    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 22,053 shares
    Change vs previous 13F -970 shares

    0.07% of the 13F portfolio, value $6,691,154.

    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 23,023 shares
    Change vs previous 13F +1,270 shares

    0.09% of the 13F portfolio, value $7,980,202.

    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 21,753 shares
    Change vs previous 13F +2,374 shares

    0.1% of the 13F portfolio, value $7,633,203.

    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 19,379 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $5,951,057.

    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).