Skip to content
Disclosery

Atria Wealth Solutions, Inc.: AVUV position timeline

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

Atria Wealth Solutions, Inc. held 6,908 AVUV 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 6,908 shares
    Change vs previous 13F -25,631 shares

    0.01% of the 13F portfolio, value $630,729.

    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 32,539 shares
    Change vs previous 13F -16,715 shares

    0.03% of the 13F portfolio, value $2,836,426.

    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 49,254 shares
    Change vs previous 13F +4,421 shares

    0.05% of the 13F portfolio, value $4,754,394.

    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 44,833 shares
    Change vs previous 13F +4,914 shares

    0.05% of the 13F portfolio, value $4,301,663.

    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 39,919 shares
    Change vs previous 13F +196 shares

    0.04% of the 13F portfolio, value $3,581,529.

    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 39,723 shares
    Change vs previous 13F +11,725 shares

    0.04% of the 13F portfolio, value $3,722,444.

    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 27,998 shares
    Change vs previous 13F +7,269 shares

    0.03% of the 13F portfolio, value $2,514,171.

    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 20,729 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,615,851.

    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).