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Atria Wealth Solutions, Inc.: ANGL position timeline

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

Atria Wealth Solutions, Inc. held 16,769 ANGL 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 16,769 shares
    Change vs previous 13F -125,940 shares

    0.01% of the 13F portfolio, value $490,168.

    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 142,709 shares
    Change vs previous 13F +68,686 shares

    0.05% of the 13F portfolio, value $4,118,582.

    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 74,023 shares
    Change vs previous 13F -28,620 shares

    0.02% of the 13F portfolio, value $2,122,240.

    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 102,643 shares
    Change vs previous 13F +3,982 shares

    0.03% of the 13F portfolio, value $3,018,731.

    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 98,661 shares
    Change vs previous 13F +9,369 shares

    0.03% of the 13F portfolio, value $2,792,106.

    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 89,292 shares
    Change vs previous 13F -95,014 shares

    0.03% of the 13F portfolio, value $2,591,254.

    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 184,306 shares
    Change vs previous 13F +115,182 shares

    0.07% of the 13F portfolio, value $5,304,342.

    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 69,124 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,870,495.

    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).