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Disclosery

Atria Wealth Solutions, Inc.: ARM position timeline

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

Atria Wealth Solutions, Inc. held 20,674 ARM 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 20,674 shares
    Change vs previous 13F -1,439 shares

    0.08% of the 13F portfolio, value $3,340,262.

    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 22,113 shares
    Change vs previous 13F +17,263 shares

    0.03% of the 13F portfolio, value $2,361,447.

    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 4,850 shares
    Change vs previous 13F -2,808 shares

    0.01% of the 13F portfolio, value $598,296.

    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 7,658 shares
    Change vs previous 13F -3,676 shares

    0.01% of the 13F portfolio, value $1,095,170.

    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 11,334 shares
    Change vs previous 13F +1,675 shares

    0.02% of the 13F portfolio, value $1,854,469.

    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 9,659 shares
    Change vs previous 13F +813 shares

    0.01% of the 13F portfolio, value $1,207,278.

    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 8,846 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $664,733.

    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).