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Atria Wealth Solutions, Inc.: ARKQ position timeline

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

Atria Wealth Solutions, Inc. held 4,534 ARKQ 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 4,534 shares
    Change vs previous 13F -3,110 shares

    0.01% of the 13F portfolio, value $403,561.

    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 7,644 shares
    Change vs previous 13F -212 shares

    0.01% of the 13F portfolio, value $506,470.

    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 7,856 shares
    Change vs previous 13F +4,060 shares

    0.01% of the 13F portfolio, value $606,851.

    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 3,796 shares
    Change vs previous 13F -604 shares

    <0.01% of the 13F portfolio, value $231,232.

    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 4,400 shares
    Change vs previous 13F -1,202 shares

    <0.01% of the 13F portfolio, value $242,388.

    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 5,602 shares
    Change vs previous 13F -7,812 shares

    <0.01% of the 13F portfolio, value $306,486.

    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 13,414 shares
    Change vs previous 13F -1,558 shares

    0.01% of the 13F portfolio, value $773,961.

    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 14,972 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $785,433.

    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).