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Atria Wealth Solutions, Inc.: AEP position timeline

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

Atria Wealth Solutions, Inc. held 23,798 AEP 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 23,798 shares
    Change vs previous 13F -9,127 shares

    0.06% of the 13F portfolio, value $2,469,842.

    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 32,925 shares
    Change vs previous 13F -5,210 shares

    0.04% of the 13F portfolio, value $3,597,720.

    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 38,135 shares
    Change vs previous 13F +2,942 shares

    0.04% of the 13F portfolio, value $3,517,185.

    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 35,193 shares
    Change vs previous 13F -2,061 shares

    0.04% of the 13F portfolio, value $3,610,705.

    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 37,254 shares
    Change vs previous 13F -2,858 shares

    0.04% of the 13F portfolio, value $3,268,682.

    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 40,112 shares
    Change vs previous 13F -5,114 shares

    0.04% of the 13F portfolio, value $3,453,637.

    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 45,226 shares
    Change vs previous 13F -10,301 shares

    0.05% of the 13F portfolio, value $3,673,260.

    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 55,527 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $4,176,762.

    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).