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Atria Wealth Solutions, Inc.: ARKG position timeline

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

Atria Wealth Solutions, Inc. held 13,935 ARKG 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 13,935 shares
    Change vs previous 13F +1,453 shares

    0.01% of the 13F portfolio, value $347,916.

    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 12,482 shares
    Change vs previous 13F -7,310 shares

    <0.01% of the 13F portfolio, value $259,136.

    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 19,792 shares
    Change vs previous 13F +10,841 shares

    0.01% of the 13F portfolio, value $466,006.

    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 8,951 shares
    Change vs previous 13F -2,307 shares

    <0.01% of the 13F portfolio, value $229,137.

    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 11,258 shares
    Change vs previous 13F -1,562 shares

    <0.01% of the 13F portfolio, value $264,347.

    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 12,820 shares
    Change vs previous 13F -10,520 shares

    <0.01% of the 13F portfolio, value $368,708.

    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 23,340 shares
    Change vs previous 13F -431 shares

    0.01% of the 13F portfolio, value $765,774.

    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 23,771 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $662,261.

    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).