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Disclosery

Atria Wealth Solutions, Inc.: AFL position timeline

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

Atria Wealth Solutions, Inc. held 7,936 AFL 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 7,936 shares
    Change vs previous 13F -2,882 shares

    0.02% of the 13F portfolio, value $835,287.

    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 10,818 shares
    Change vs previous 13F -10,920 shares

    0.01% of the 13F portfolio, value $1,202,898.

    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 21,738 shares
    Change vs previous 13F +6,491 shares

    0.02% of the 13F portfolio, value $2,248,611.

    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 15,247 shares
    Change vs previous 13F -22,263 shares

    0.02% of the 13F portfolio, value $1,704,538.

    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 37,510 shares
    Change vs previous 13F -3,044 shares

    0.02% of the 13F portfolio, value $1,759,262.

    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 40,554 shares
    Change vs previous 13F -6 shares

    0.02% of the 13F portfolio, value $1,953,264.

    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 40,560 shares
    Change vs previous 13F +2,833 shares

    0.02% of the 13F portfolio, value $1,878,120.

    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 37,727 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,531,000.

    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).