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Disclosery

Atria Wealth Solutions, Inc.: AMLP position timeline

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

Atria Wealth Solutions, Inc. held 16,419 AMLP 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 16,419 shares
    Change vs previous 13F -43,691 shares

    0.02% of the 13F portfolio, value $802,936.

    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 60,110 shares
    Change vs previous 13F +21,772 shares

    0.04% of the 13F portfolio, value $3,122,119.

    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 38,338 shares
    Change vs previous 13F -10,013 shares

    0.02% of the 13F portfolio, value $1,846,360.

    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 48,351 shares
    Change vs previous 13F -6,988 shares

    0.02% of the 13F portfolio, value $2,278,740.

    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 55,339 shares
    Change vs previous 13F +10,461 shares

    0.03% of the 13F portfolio, value $2,655,165.

    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 44,878 shares
    Change vs previous 13F +1,175 shares

    0.02% of the 13F portfolio, value $2,129,922.

    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 43,703 shares
    Change vs previous 13F +757 shares

    0.02% of the 13F portfolio, value $1,858,257.

    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 42,946 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,812,339.

    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).