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Atria Wealth Solutions, Inc.: APCB position timeline

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

Atria Wealth Solutions, Inc. held 18,137 APCB 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 18,137 shares
    Change vs previous 13F -566,357 shares

    0.01% of the 13F portfolio, value $537,570.

    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 584,494 shares
    Change vs previous 13F +28,690 shares

    0.21% of the 13F portfolio, value $17,265,964.

    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 555,804 shares
    Change vs previous 13F -90,735 shares

    0.18% of the 13F portfolio, value $16,107,200.

    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 646,539 shares
    Change vs previous 13F +67,534 shares

    0.21% of the 13F portfolio, value $19,628,924.

    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 579,005 shares
    Change vs previous 13F +9,306 shares

    0.19% of the 13F portfolio, value $16,959,114.

    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 569,699 shares
    Change vs previous 13F +27,203 shares

    0.19% of the 13F portfolio, value $16,806,121.

    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 542,496 shares
    Change vs previous 13F -259,569 shares

    0.2% of the 13F portfolio, value $16,266,682.

    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 802,065 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $22,806,718.

    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).