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Disclosery

Atria Wealth Solutions, Inc.: ADSK position timeline

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

Atria Wealth Solutions, Inc. held 2,217 ADSK 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 2,217 shares
    Change vs previous 13F -2,588 shares

    0.02% of the 13F portfolio, value $687,139.

    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 4,805 shares
    Change vs previous 13F -114 shares

    0.02% of the 13F portfolio, value $1,257,949.

    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 4,919 shares
    Change vs previous 13F +226 shares

    0.02% of the 13F portfolio, value $1,453,909.

    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 4,693 shares
    Change vs previous 13F +498 shares

    0.01% of the 13F portfolio, value $1,292,828.

    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 4,195 shares
    Change vs previous 13F -1,337 shares

    0.01% of the 13F portfolio, value $1,038,053.

    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 5,532 shares
    Change vs previous 13F -163 shares

    0.02% of the 13F portfolio, value $1,440,761.

    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 5,695 shares
    Change vs previous 13F +1,711 shares

    0.02% of the 13F portfolio, value $1,386,627.

    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 3,984 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $824,329.

    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).