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Atria Wealth Solutions, Inc.: AUGW position timeline

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

Atria Wealth Solutions, Inc. held 48,142 AUGW 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 48,142 shares
    Change vs previous 13F -5,802 shares

    0.03% of the 13F portfolio, value $1,477,074.

    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 53,944 shares
    Change vs previous 13F -928 shares

    0.02% of the 13F portfolio, value $1,554,666.

    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 54,872 shares
    Change vs previous 13F -2,280 shares

    0.02% of the 13F portfolio, value $1,605,555.

    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 57,152 shares
    Change vs previous 13F +27,750 shares

    0.02% of the 13F portfolio, value $1,648,498.

    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 29,402 shares
    Change vs previous 13F -30,385 shares

    0.01% of the 13F portfolio, value $820,610.

    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 59,787 shares
    Change vs previous 13F -2,352 shares

    0.02% of the 13F portfolio, value $1,622,021.

    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 62,139 shares
    Change vs previous 13F +47,828 shares

    0.02% of the 13F portfolio, value $1,606,293.

    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 14,311 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $347,185.

    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).