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Disclosery

Atria Wealth Solutions, Inc.: APRW position timeline

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

Atria Wealth Solutions, Inc. held 78,574 APRW 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 78,574 shares
    Change vs previous 13F +5,994 shares

    0.06% of the 13F portfolio, value $2,621,472.

    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 72,580 shares
    Change vs previous 13F -16,910 shares

    0.03% of the 13F portfolio, value $2,329,092.

    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 89,490 shares
    Change vs previous 13F -14,446 shares

    0.03% of the 13F portfolio, value $2,937,957.

    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 103,936 shares
    Change vs previous 13F -13,278 shares

    0.04% of the 13F portfolio, value $3,351,365.

    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 117,214 shares
    Change vs previous 13F +96,670 shares

    0.04% of the 13F portfolio, value $3,648,146.

    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 20,544 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $621,661.

    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).