Skip to content
Disclosery

Atria Wealth Solutions, Inc.: ADI position timeline

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

Atria Wealth Solutions, Inc. held 4,957 ADI 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 4,957 shares
    Change vs previous 13F -6,925 shares

    0.03% of the 13F portfolio, value $1,182,647.

    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 11,882 shares
    Change vs previous 13F -969 shares

    0.03% of the 13F portfolio, value $2,396,262.

    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 12,851 shares
    Change vs previous 13F +43 shares

    0.03% of the 13F portfolio, value $2,730,345.

    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 12,808 shares
    Change vs previous 13F -12,709 shares

    0.03% of the 13F portfolio, value $2,947,996.

    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 25,517 shares
    Change vs previous 13F +12,003 shares

    0.06% of the 13F portfolio, value $5,824,524.

    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 13,514 shares
    Change vs previous 13F -2,324 shares

    0.03% of the 13F portfolio, value $2,672,916.

    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 15,838 shares
    Change vs previous 13F +1,418 shares

    0.04% of the 13F portfolio, value $3,144,833.

    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 14,420 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,524,886.

    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).