Skip to content
Disclosery

Atria Wealth Solutions, Inc.: AGG position timeline

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

Atria Wealth Solutions, Inc. held 184,372 AGG 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 184,372 shares
    Change vs previous 13F -93,403 shares

    0.41% of the 13F portfolio, value $18,231,093.

    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 277,775 shares
    Change vs previous 13F -43,329 shares

    0.33% of the 13F portfolio, value $27,477,546.

    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 321,104 shares
    Change vs previous 13F -195,281 shares

    0.34% of the 13F portfolio, value $31,114,845.

    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 516,385 shares
    Change vs previous 13F +41,254 shares

    0.57% of the 13F portfolio, value $52,294,293.

    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 475,131 shares
    Change vs previous 13F +21,111 shares

    0.51% of the 13F portfolio, value $46,120,974.

    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 454,020 shares
    Change vs previous 13F +14,526 shares

    0.5% of the 13F portfolio, value $44,466,845.

    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 439,494 shares
    Change vs previous 13F +53,551 shares

    0.55% of the 13F portfolio, value $43,619,875.

    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 385,943 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $36,294,032.

    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).