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Atria Wealth Solutions, Inc.: APH position timeline

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

Atria Wealth Solutions, Inc. held 15,822 APH 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 15,822 shares
    Change vs previous 13F -5,028 shares

    0.04% of the 13F portfolio, value $1,565,192.

    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 20,850 shares
    Change vs previous 13F +6,991 shares

    0.02% of the 13F portfolio, value $1,370,125.

    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 13,859 shares
    Change vs previous 13F -2,732 shares

    0.01% of the 13F portfolio, value $964,712.

    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 16,591 shares
    Change vs previous 13F -544 shares

    0.01% of the 13F portfolio, value $1,081,931.

    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 17,135 shares
    Change vs previous 13F +10,871 shares

    0.01% of the 13F portfolio, value $1,154,961.

    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 6,264 shares
    Change vs previous 13F +215 shares

    0.01% of the 13F portfolio, value $723,974.

    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 6,049 shares
    Change vs previous 13F +2,936 shares

    0.01% of the 13F portfolio, value $600,185.

    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 3,113 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $261,445.

    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).