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Atria Wealth Solutions, Inc.: AMAT position timeline

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

Atria Wealth Solutions, Inc. held 25,615 AMAT 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 25,615 shares
    Change vs previous 13F -13,495 shares

    0.11% of the 13F portfolio, value $4,721,645.

    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 39,110 shares
    Change vs previous 13F +1,326 shares

    0.07% of the 13F portfolio, value $5,675,637.

    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 37,784 shares
    Change vs previous 13F -8,511 shares

    0.07% of the 13F portfolio, value $6,144,831.

    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 46,295 shares
    Change vs previous 13F -1,400 shares

    0.1% of the 13F portfolio, value $9,353,934.

    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 47,695 shares
    Change vs previous 13F -5,493 shares

    0.12% of the 13F portfolio, value $11,255,473.

    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 53,188 shares
    Change vs previous 13F +1,606 shares

    0.12% of the 13F portfolio, value $10,968,941.

    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 51,582 shares
    Change vs previous 13F +245 shares

    0.11% of the 13F portfolio, value $8,359,925.

    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 51,337 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $7,107,633.

    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).