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Atria Wealth Solutions, Inc.: AOK position timeline

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

Atria Wealth Solutions, Inc. held 18,555 AOK 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 18,555 shares
    Change vs previous 13F -10,927 shares

    0.02% of the 13F portfolio, value $724,944.

    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 29,482 shares
    Change vs previous 13F +5,900 shares

    0.01% of the 13F portfolio, value $1,109,407.

    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 23,582 shares
    Change vs previous 13F -3,330 shares

    0.01% of the 13F portfolio, value $879,609.

    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 26,912 shares
    Change vs previous 13F -755 shares

    0.01% of the 13F portfolio, value $1,040,418.

    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 27,667 shares
    Change vs previous 13F -4,177 shares

    0.01% of the 13F portfolio, value $1,021,632.

    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 31,844 shares
    Change vs previous 13F -410 shares

    0.01% of the 13F portfolio, value $1,172,655.

    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 32,254 shares
    Change vs previous 13F -3,932 shares

    0.01% of the 13F portfolio, value $1,165,982.

    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 36,186 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,228,913.

    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).