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Atria Wealth Solutions, Inc.: AXON position timeline

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

Atria Wealth Solutions, Inc. held 2,168 AXON 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 2,168 shares
    Change vs previous 13F +80 shares

    0.04% of the 13F portfolio, value $1,793,870.

    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 2,088 shares
    Change vs previous 13F -1,333 shares

    0.01% of the 13F portfolio, value $1,098,183.

    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 3,421 shares
    Change vs previous 13F -140 shares

    0.02% of the 13F portfolio, value $2,033,398.

    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 3,561 shares
    Change vs previous 13F -486 shares

    0.02% of the 13F portfolio, value $1,422,976.

    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 4,047 shares
    Change vs previous 13F -374 shares

    0.01% of the 13F portfolio, value $1,190,789.

    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 4,421 shares
    Change vs previous 13F +1,302 shares

    0.02% of the 13F portfolio, value $1,383,243.

    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 3,119 shares
    Change vs previous 13F +984 shares

    0.01% of the 13F portfolio, value $805,732.

    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 2,135 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $424,844.

    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).