Atria Wealth Solutions, Inc.: AIZ position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Atria Wealth Solutions, Inc. on AIZ, newest first. How the timeline and the estimate are built.
Atria Wealth Solutions, Inc. held 0 AIZ shares at 2025-03-31 per its 13F-HR filed 2025-05-09.
the latest 13F is the newest step
- period ended2025-03-3113F 0 sharesChange vs previous 13F -1,541 shares
13F-HR 0001420506-25-000956 filed by Atria Wealth Solutions, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2024-12-3113F 1,541 sharesChange vs previous 13F +1,541 shares
<0.01% of the 13F portfolio, value $328,527.
13F-HR 0001420506-25-000086 filed by Atria Wealth Solutions, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-06-3013F 0 sharesChange vs previous 13F -2,663 shares
13F-HR 0001420506-24-001135 filed by Atria Wealth Solutions, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2024-03-3113F 2,663 sharesChange vs previous 13F -124 shares
0.01% of the 13F portfolio, value $501,360.
13F-HR 0001420506-24-000768 filed by Atria Wealth Solutions, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-12-3113F 2,787 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $469,609.
13F-HR 0001420506-24-000118 filed by Atria Wealth Solutions, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).