Skip to content
Disclosery

Atria Wealth Solutions, Inc.: AVGO position timeline

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

Atria Wealth Solutions, Inc. held 68,993 AVGO 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 68,993 shares
    Change vs previous 13F -77,108 shares

    0.43% of the 13F portfolio, value $19,010,532.

    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 146,101 shares
    Change vs previous 13F -6,116 shares

    0.29% of the 13F portfolio, value $24,461,809.

    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 152,217 shares
    Change vs previous 13F -18,990 shares

    0.39% of the 13F portfolio, value $35,290,195.

    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 171,207 shares
    Change vs previous 13F +153,558 shares

    0.32% of the 13F portfolio, value $29,533,257.

    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 17,649 shares
    Change vs previous 13F +578 shares

    0.31% of the 13F portfolio, value $28,334,959.

    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 17,071 shares
    Change vs previous 13F -550 shares

    0.26% of the 13F portfolio, value $22,683,611.

    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 17,621 shares
    Change vs previous 13F +691 shares

    0.25% of the 13F portfolio, value $19,669,516.

    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 16,930 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $14,060,991.

    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).