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Disclosery

Atria Wealth Solutions, Inc.: AWK position timeline

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

Atria Wealth Solutions, Inc. held 6,066 AWK 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 6,066 shares
    Change vs previous 13F -3,572 shares

    0.02% of the 13F portfolio, value $843,928.

    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 9,638 shares
    Change vs previous 13F -6,345 shares

    0.02% of the 13F portfolio, value $1,421,694.

    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 15,983 shares
    Change vs previous 13F +1,766 shares

    0.02% of the 13F portfolio, value $1,989,583.

    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 14,217 shares
    Change vs previous 13F +864 shares

    0.02% of the 13F portfolio, value $2,079,136.

    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 13,353 shares
    Change vs previous 13F -6,273 shares

    0.02% of the 13F portfolio, value $1,724,634.

    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 19,626 shares
    Change vs previous 13F +8,817 shares

    0.03% of the 13F portfolio, value $2,398,443.

    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 10,809 shares
    Change vs previous 13F +5,277 shares

    0.02% of the 13F portfolio, value $1,426,677.

    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 5,532 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $685,026.

    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).