Atria Wealth Solutions, Inc.: AEYE position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Atria Wealth Solutions, Inc. on AEYE, newest first. How the timeline and the estimate are built.
Atria Wealth Solutions, Inc. held 19,950 AEYE shares at 2025-06-30 per its 13F-HR filed 2025-07-25.
the latest 13F is the newest step
- period ended2025-06-3013F 19,950 sharesChange vs previous 13F -500 shares
0.01% of the 13F portfolio, value $232,418.
13F-HR 0001420506-25-001582 filed by Atria Wealth Solutions, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 20,450 sharesChange vs previous 13F -400 shares
<0.01% of the 13F portfolio, value $226,995.
13F-HR 0001420506-25-000956 filed by Atria Wealth Solutions, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 20,850 sharesChange vs previous 13F -400 shares
<0.01% of the 13F portfolio, value $317,129.
13F-HR 0001420506-25-000086 filed by Atria Wealth Solutions, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 21,250 sharesChange vs previous 13F -1,000 shares
0.01% of the 13F portfolio, value $485,563.
13F-HR 0001420506-24-002255 filed by Atria Wealth Solutions, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-06-3013F 22,250 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $391,823.
13F-HR 0001420506-24-001135 filed by Atria Wealth Solutions, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).