Skip to content
Disclosery

Atria Wealth Solutions, Inc.: AIRR position timeline

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

Atria Wealth Solutions, Inc. held 26,438 AIRR 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 26,438 shares
    Change vs previous 13F -3,313 shares

    0.05% of the 13F portfolio, value $2,155,473.

    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 29,751 shares
    Change vs previous 13F +8,697 shares

    0.02% of the 13F portfolio, value $2,029,310.

    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 21,054 shares
    Change vs previous 13F +13,404 shares

    0.02% of the 13F portfolio, value $1,621,986.

    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 7,650 shares
    Change vs previous 13F +3,700 shares

    0.01% of the 13F portfolio, value $571,226.

    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 3,950 shares
    Change vs previous 13F -5,023 shares

    <0.01% of the 13F portfolio, value $269,845.

    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 8,973 shares
    Change vs previous 13F -180 shares

    0.01% of the 13F portfolio, value $604,150.

    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 9,153 shares
    Change vs previous 13F -2,173 shares

    0.01% of the 13F portfolio, value $529,407.

    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 11,326 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $583,516.

    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).