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Disclosery

Atria Wealth Solutions, Inc.: AGZ position timeline

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

Atria Wealth Solutions, Inc. held 0 AGZ shares at 2024-06-30 per its 13F-HR filed 2024-07-22.

the latest 13F is the newest step

  1. period ended2024-06-30
    13F 0 shares
    Change vs previous 13F -4,610 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2024-03-31
    13F 4,610 shares
    Change vs previous 13F +40 shares

    0.01% of the 13F portfolio, value $498,110.

    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).

  3. period ended2023-12-31
    13F 4,570 shares
    Change vs previous 13F -618 shares

    0.01% of the 13F portfolio, value $495,535.

    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).

  4. period ended2023-09-30
    13F 5,188 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $548,887.

    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).