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Atria Wealth Solutions, Inc.: AFRM position timeline

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

Atria Wealth Solutions, Inc. held 10,538 AFRM 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 10,538 shares
    Change vs previous 13F +2,628 shares

    0.02% of the 13F portfolio, value $728,657.

    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 7,910 shares
    Change vs previous 13F +4,236 shares

    <0.01% of the 13F portfolio, value $357,453.

    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 3,674 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $223,755.

    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).