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Disclosery

Atria Wealth Solutions, Inc.: ADP position timeline

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

Atria Wealth Solutions, Inc. held 4,149 ADP 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 4,149 shares
    Change vs previous 13F -23,970 shares

    0.03% of the 13F portfolio, value $1,285,999.

    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 28,119 shares
    Change vs previous 13F +4,832 shares

    0.1% of the 13F portfolio, value $8,631,907.

    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 23,287 shares
    Change vs previous 13F -15,555 shares

    0.08% of the 13F portfolio, value $6,846,983.

    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 38,842 shares
    Change vs previous 13F +15,828 shares

    0.12% of the 13F portfolio, value $10,797,472.

    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 23,014 shares
    Change vs previous 13F +239 shares

    0.06% of the 13F portfolio, value $5,518,669.

    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 22,775 shares
    Change vs previous 13F +1,365 shares

    0.06% of the 13F portfolio, value $5,711,784.

    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 21,410 shares
    Change vs previous 13F -6 shares

    0.06% of the 13F portfolio, value $5,006,053.

    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 21,416 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $5,167,984.

    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).