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Disclosery

Atria Wealth Solutions, Inc.: ALL position timeline

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

Atria Wealth Solutions, Inc. held 3,130 ALL 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 3,130 shares
    Change vs previous 13F -1,635 shares

    0.01% of the 13F portfolio, value $627,330.

    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 4,765 shares
    Change vs previous 13F -5,890 shares

    0.01% of the 13F portfolio, value $990,047.

    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 10,655 shares
    Change vs previous 13F +6,215 shares

    0.02% of the 13F portfolio, value $2,057,049.

    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 4,440 shares
    Change vs previous 13F +2,952 shares

    0.01% of the 13F portfolio, value $844,638.

    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 1,488 shares
    Change vs previous 13F -1,992 shares

    <0.01% of the 13F portfolio, value $238,974.

    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 3,480 shares
    Change vs previous 13F -164 shares

    0.01% of the 13F portfolio, value $603,953.

    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 3,644 shares
    Change vs previous 13F -548 shares

    0.01% of the 13F portfolio, value $511,931.

    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 4,192 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $469,116.

    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).