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Atria Wealth Solutions, Inc.: APUE position timeline

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

Atria Wealth Solutions, Inc. held 77,537 APUE 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 77,537 shares
    Change vs previous 13F -917,670 shares

    0.07% of the 13F portfolio, value $2,915,701.

    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 995,207 shares
    Change vs previous 13F +19,224 shares

    0.41% of the 13F portfolio, value $33,817,135.

    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 975,983 shares
    Change vs previous 13F -140,080 shares

    0.38% of the 13F portfolio, value $34,901,153.

    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 1,116,063 shares
    Change vs previous 13F -65,328 shares

    0.43% of the 13F portfolio, value $39,330,060.

    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 1,181,391 shares
    Change vs previous 13F +16,992 shares

    0.44% of the 13F portfolio, value $39,382,733.

    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 1,164,399 shares
    Change vs previous 13F +53,394 shares

    0.42% of the 13F portfolio, value $37,575,155.

    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 1,111,005 shares
    Change vs previous 13F -310,381 shares

    0.41% of the 13F portfolio, value $32,429,286.

    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 1,421,386 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $37,098,175.

    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).