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Disclosery

Atria Wealth Solutions, Inc.: ARKW position timeline

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

Atria Wealth Solutions, Inc. held 3,709 ARKW 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 3,709 shares
    Change vs previous 13F -3,973 shares

    0.01% of the 13F portfolio, value $547,523.

    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 7,682 shares
    Change vs previous 13F -2,062 shares

    0.01% of the 13F portfolio, value $727,214.

    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 9,744 shares
    Change vs previous 13F -633 shares

    0.01% of the 13F portfolio, value $1,052,173.

    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 10,377 shares
    Change vs previous 13F -1,768 shares

    0.01% of the 13F portfolio, value $883,406.

    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 12,145 shares
    Change vs previous 13F -4,411 shares

    0.01% of the 13F portfolio, value $947,685.

    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 16,556 shares
    Change vs previous 13F -3,138 shares

    0.02% of the 13F portfolio, value $1,379,105.

    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 19,694 shares
    Change vs previous 13F -49 shares

    0.02% of the 13F portfolio, value $1,494,761.

    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 19,743 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,069,305.

    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).