Skip to content
Disclosery

Atria Wealth Solutions, Inc.: ARCC position timeline

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

Atria Wealth Solutions, Inc. held 37,713 ARCC 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 37,713 shares
    Change vs previous 13F -107,498 shares

    0.02% of the 13F portfolio, value $831,027.

    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 145,211 shares
    Change vs previous 13F -19,898 shares

    0.04% of the 13F portfolio, value $3,217,869.

    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 165,109 shares
    Change vs previous 13F +11,483 shares

    0.04% of the 13F portfolio, value $3,614,242.

    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 153,626 shares
    Change vs previous 13F -6,486 shares

    0.03% of the 13F portfolio, value $3,216,926.

    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 160,112 shares
    Change vs previous 13F +25,753 shares

    0.04% of the 13F portfolio, value $3,336,735.

    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 134,359 shares
    Change vs previous 13F +15,474 shares

    0.03% of the 13F portfolio, value $2,861,837.

    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 118,885 shares
    Change vs previous 13F +2,052 shares

    0.03% of the 13F portfolio, value $2,381,271.

    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 116,833 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,274,737.

    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).