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Disclosery

Atria Wealth Solutions, Inc.: AEM position timeline

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

Atria Wealth Solutions, Inc. held 29,937 AEM 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 29,937 shares
    Change vs previous 13F -9,841 shares

    0.08% of the 13F portfolio, value $3,560,676.

    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 39,778 shares
    Change vs previous 13F -17,147 shares

    0.05% of the 13F portfolio, value $4,312,350.

    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 56,925 shares
    Change vs previous 13F -7,373 shares

    0.05% of the 13F portfolio, value $4,452,102.

    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 64,298 shares
    Change vs previous 13F -9,196 shares

    0.06% of the 13F portfolio, value $5,179,845.

    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 73,494 shares
    Change vs previous 13F +8,289 shares

    0.05% of the 13F portfolio, value $4,806,477.

    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 65,205 shares
    Change vs previous 13F +750 shares

    0.04% of the 13F portfolio, value $3,889,451.

    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 64,455 shares
    Change vs previous 13F -874 shares

    0.04% of the 13F portfolio, value $3,535,349.

    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 65,329 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,969,207.

    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).