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Atria Wealth Solutions, Inc.: APMU position timeline

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

Atria Wealth Solutions, Inc. held 27,916 APMU 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 27,916 shares
    Change vs previous 13F -246,942 shares

    0.02% of the 13F portfolio, value $692,035.

    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 274,858 shares
    Change vs previous 13F +24,082 shares

    0.08% of the 13F portfolio, value $6,788,991.

    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 250,776 shares
    Change vs previous 13F +56,841 shares

    0.07% of the 13F portfolio, value $6,182,895.

    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 193,935 shares
    Change vs previous 13F +13,675 shares

    0.05% of the 13F portfolio, value $4,869,921.

    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 180,260 shares
    Change vs previous 13F +29,240 shares

    0.05% of the 13F portfolio, value $4,436,192.

    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 151,020 shares
    Change vs previous 13F +19,206 shares

    0.04% of the 13F portfolio, value $3,751,217.

    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 131,814 shares
    Change vs previous 13F -154,296 shares

    0.04% of the 13F portfolio, value $3,304,844.

    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 286,110 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $6,836,370.

    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).