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Atria Wealth Solutions, Inc.: APIE position timeline

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

Atria Wealth Solutions, Inc. held 46,280 APIE 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 46,280 shares
    Change vs previous 13F -533,791 shares

    0.03% of the 13F portfolio, value $1,542,050.

    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 580,071 shares
    Change vs previous 13F +22,388 shares

    0.21% of the 13F portfolio, value $17,436,946.

    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 557,683 shares
    Change vs previous 13F -72,156 shares

    0.17% of the 13F portfolio, value $15,626,288.

    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 629,839 shares
    Change vs previous 13F +52,869 shares

    0.21% of the 13F portfolio, value $19,361,250.

    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 576,970 shares
    Change vs previous 13F +16,368 shares

    0.18% of the 13F portfolio, value $16,420,566.

    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 560,602 shares
    Change vs previous 13F +35,472 shares

    0.18% of the 13F portfolio, value $15,859,431.

    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 525,130 shares
    Change vs previous 13F -128,127 shares

    0.18% of the 13F portfolio, value $14,069,620.

    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 653,257 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $15,915,300.

    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).