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Atria Wealth Solutions, Inc.: AMZN position timeline

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

Atria Wealth Solutions, Inc. held 223,202 AMZN 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 223,202 shares
    Change vs previous 13F -317,500 shares

    1.11% of the 13F portfolio, value $49,221,369.

    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 540,702 shares
    Change vs previous 13F -60,539 shares

    1.24% of the 13F portfolio, value $102,874,092.

    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 601,241 shares
    Change vs previous 13F -61,620 shares

    1.45% of the 13F portfolio, value $131,906,331.

    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 662,861 shares
    Change vs previous 13F -52,318 shares

    1.34% of the 13F portfolio, value $123,510,836.

    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 715,179 shares
    Change vs previous 13F +5,496 shares

    1.53% of the 13F portfolio, value $138,208,354.

    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 709,683 shares
    Change vs previous 13F +12,715 shares

    1.45% of the 13F portfolio, value $128,012,567.

    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 696,968 shares
    Change vs previous 13F +22,488 shares

    1.33% of the 13F portfolio, value $105,897,306.

    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 674,480 shares
    Change vs previous 13F not available

    1.2% of the 13F portfolio, value $85,739,847.

    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).