Atria Wealth Solutions, Inc.: AWR position timeline

Atria Wealth Solutions, Inc. held 0 AWR shares at 2025-03-31 per its 13F-HR filed 2025-05-09.

the latest 13F is the newest step

1. period ended2025-03-31

   13F 0 shares

   Change vs previous 13F -2,588 shares

   13F-HR 0001420506-25-000956 filed by Atria Wealth Solutions, Inc.
   Filed 2025-05-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

2. period ended2024-12-31

   13F 2,588 shares

   Change vs previous 13F +2,588 shares

   <0.01% of the 13F portfolio, value $201,146.

   13F-HR 0001420506-25-000086 filed by Atria Wealth Solutions, Inc.
   Filed 2025-01-31 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2024-06-30

   13F 0 shares

   Change vs previous 13F -3,034 shares

   13F-HR 0001420506-24-001135 filed by Atria Wealth Solutions, Inc.
   Filed 2024-07-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

4. period ended2024-03-31

   13F 3,034 shares

   Change vs previous 13F +252 shares

   <0.01% of the 13F portfolio, value $219,198.

   13F-HR 0001420506-24-000768 filed by Atria Wealth Solutions, Inc.
   Filed 2024-05-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2023-12-31

   13F 2,782 shares

   Change vs previous 13F not available

   <0.01% of the 13F portfolio, value $223,711.

   13F-HR 0001420506-24-000118 filed by Atria Wealth Solutions, Inc.
   Filed 2024-02-02 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).