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Atria Wealth Solutions, Inc.: ADM position timeline

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

Atria Wealth Solutions, Inc. held 4,870 ADM 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 4,870 shares
    Change vs previous 13F -4,854 shares

    0.01% of the 13F portfolio, value $257,037.

    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 9,724 shares
    Change vs previous 13F -889 shares

    0.01% of the 13F portfolio, value $466,810.

    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 10,613 shares
    Change vs previous 13F -2,061 shares

    0.01% of the 13F portfolio, value $536,167.

    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 12,674 shares
    Change vs previous 13F -1,626 shares

    0.01% of the 13F portfolio, value $757,124.

    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 14,300 shares
    Change vs previous 13F -3,662 shares

    0.01% of the 13F portfolio, value $864,398.

    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 17,962 shares
    Change vs previous 13F -7,255 shares

    0.01% of the 13F portfolio, value $1,128,178.

    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 25,217 shares
    Change vs previous 13F +1,285 shares

    0.02% of the 13F portfolio, value $1,821,186.

    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 23,932 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,804,949.

    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).