Skip to content
Disclosery

Atria Wealth Solutions, Inc.: APD position timeline

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

Atria Wealth Solutions, Inc. held 8,854 APD 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 8,854 shares
    Change vs previous 13F -4,030 shares

    0.06% of the 13F portfolio, value $2,498,041.

    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 12,884 shares
    Change vs previous 13F -4,181 shares

    0.05% of the 13F portfolio, value $3,800,036.

    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 17,065 shares
    Change vs previous 13F -3,204 shares

    0.05% of the 13F portfolio, value $4,949,773.

    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 20,269 shares
    Change vs previous 13F -1,966 shares

    0.07% of the 13F portfolio, value $6,034,650.

    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 22,235 shares
    Change vs previous 13F +676 shares

    0.06% of the 13F portfolio, value $5,737,581.

    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 21,559 shares
    Change vs previous 13F +1,135 shares

    0.06% of the 13F portfolio, value $5,239,328.

    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 20,424 shares
    Change vs previous 13F +928 shares

    0.07% of the 13F portfolio, value $5,605,038.

    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 19,496 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $5,536,586.

    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).