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Atria Wealth Solutions, Inc.: AJG position timeline

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

Atria Wealth Solutions, Inc. held 5,015 AJG 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 5,015 shares
    Change vs previous 13F -4,348 shares

    0.04% of the 13F portfolio, value $1,605,243.

    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 9,363 shares
    Change vs previous 13F +188 shares

    0.04% of the 13F portfolio, value $3,232,684.

    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 9,175 shares
    Change vs previous 13F -2,602 shares

    0.03% of the 13F portfolio, value $2,604,388.

    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 11,777 shares
    Change vs previous 13F -1,002 shares

    0.04% of the 13F portfolio, value $3,313,939.

    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 12,779 shares
    Change vs previous 13F +195 shares

    0.04% of the 13F portfolio, value $3,313,800.

    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 12,584 shares
    Change vs previous 13F +585 shares

    0.04% of the 13F portfolio, value $3,146,549.

    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 11,999 shares
    Change vs previous 13F +859 shares

    0.03% of the 13F portfolio, value $2,698,384.

    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 11,140 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,539,220.

    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).