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Atria Wealth Solutions, Inc.: AOA position timeline

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

Atria Wealth Solutions, Inc. held 7,148 AOA 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 7,148 shares
    Change vs previous 13F +2,354 shares

    0.01% of the 13F portfolio, value $596,143.

    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 4,794 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $366,741.

    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 4,794 shares
    Change vs previous 13F -8,255 shares

    <0.01% of the 13F portfolio, value $367,268.

    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 13,049 shares
    Change vs previous 13F -1,708 shares

    0.01% of the 13F portfolio, value $1,029,666.

    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 14,757 shares
    Change vs previous 13F +199 shares

    0.01% of the 13F portfolio, value $1,103,560.

    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 14,558 shares
    Change vs previous 13F +882 shares

    0.01% of the 13F portfolio, value $1,069,416.

    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 13,676 shares
    Change vs previous 13F +4,135 shares

    0.01% of the 13F portfolio, value $944,296.

    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 9,541 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $605,756.

    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).