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Atria Wealth Solutions, Inc.: AMP position timeline

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

Atria Wealth Solutions, Inc. held 3,523 AMP 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 3,523 shares
    Change vs previous 13F +332 shares

    0.04% of the 13F portfolio, value $1,880,462.

    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 3,191 shares
    Change vs previous 13F -51 shares

    0.02% of the 13F portfolio, value $1,544,784.

    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 3,242 shares
    Change vs previous 13F -674 shares

    0.02% of the 13F portfolio, value $1,726,138.

    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 3,916 shares
    Change vs previous 13F -180 shares

    0.02% of the 13F portfolio, value $1,839,736.

    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 4,096 shares
    Change vs previous 13F -1,298 shares

    0.02% of the 13F portfolio, value $1,749,589.

    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 5,394 shares
    Change vs previous 13F +553 shares

    0.03% of the 13F portfolio, value $2,364,683.

    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 4,841 shares
    Change vs previous 13F +426 shares

    0.02% of the 13F portfolio, value $1,838,886.

    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 4,415 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,455,523.

    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).