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Atria Wealth Solutions, Inc.: AXP position timeline

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

Atria Wealth Solutions, Inc. held 24,890 AXP 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 24,890 shares
    Change vs previous 13F -14,410 shares

    0.18% of the 13F portfolio, value $7,980,038.

    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 39,300 shares
    Change vs previous 13F -2,763 shares

    0.13% of the 13F portfolio, value $10,573,555.

    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 42,063 shares
    Change vs previous 13F +1,747 shares

    0.14% of the 13F portfolio, value $12,483,917.

    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 40,316 shares
    Change vs previous 13F -3,501 shares

    0.12% of the 13F portfolio, value $10,933,718.

    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 43,817 shares
    Change vs previous 13F -10,756 shares

    0.11% of the 13F portfolio, value $10,145,770.

    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 54,573 shares
    Change vs previous 13F +3,361 shares

    0.14% of the 13F portfolio, value $12,425,726.

    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 51,212 shares
    Change vs previous 13F +53 shares

    0.12% of the 13F portfolio, value $9,593,976.

    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 51,159 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $7,632,359.

    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).