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Atria Wealth Solutions, Inc.: ARKK position timeline

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

Atria Wealth Solutions, Inc. held 49,472 ARKK 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 49,472 shares
    Change vs previous 13F -49,463 shares

    0.08% of the 13F portfolio, value $3,481,556.

    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 98,935 shares
    Change vs previous 13F +38,771 shares

    0.06% of the 13F portfolio, value $4,707,326.

    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 60,164 shares
    Change vs previous 13F -505 shares

    0.04% of the 13F portfolio, value $3,415,560.

    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 60,669 shares
    Change vs previous 13F -3,498 shares

    0.03% of the 13F portfolio, value $2,883,627.

    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 64,167 shares
    Change vs previous 13F -10,324 shares

    0.03% of the 13F portfolio, value $2,820,142.

    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 74,491 shares
    Change vs previous 13F -5,906 shares

    0.04% of the 13F portfolio, value $3,730,476.

    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 80,397 shares
    Change vs previous 13F -1,050 shares

    0.05% of the 13F portfolio, value $4,210,375.

    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 81,447 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $3,230,992.

    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).