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Disclosery

Atria Wealth Solutions, Inc.: AZO position timeline

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

Atria Wealth Solutions, Inc. held 221 AZO 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 221 shares
    Change vs previous 13F -332 shares

    0.02% of the 13F portfolio, value $820,403.

    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 553 shares
    Change vs previous 13F -135 shares

    0.03% of the 13F portfolio, value $2,108,468.

    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 688 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $2,201,746.

    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 688 shares
    Change vs previous 13F -116 shares

    0.02% of the 13F portfolio, value $2,167,817.

    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 804 shares
    Change vs previous 13F +9 shares

    0.03% of the 13F portfolio, value $2,382,126.

    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 795 shares
    Change vs previous 13F -39 shares

    0.03% of the 13F portfolio, value $2,505,016.

    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 834 shares
    Change vs previous 13F -82 shares

    0.03% of the 13F portfolio, value $2,156,888.

    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 916 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,325,765.

    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).