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Atria Wealth Solutions, Inc.: ASIX position timeline

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

Atria Wealth Solutions, Inc. held 11,060 ASIX 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 11,060 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $262,675.

    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 11,060 shares
    Change vs previous 13F -1,100 shares

    <0.01% of the 13F portfolio, value $250,509.

    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 12,160 shares
    Change vs previous 13F -283 shares

    <0.01% of the 13F portfolio, value $346,438.

    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 12,443 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $378,018.

    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).