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Disclosery

Atria Wealth Solutions, Inc.: BA position timeline

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

Atria Wealth Solutions, Inc. held 16,941 BA 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 16,941 shares
    Change vs previous 13F -31,695 shares

    0.08% of the 13F portfolio, value $3,561,257.

    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 48,636 shares
    Change vs previous 13F -1,649 shares

    0.1% of the 13F portfolio, value $8,294,749.

    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 50,285 shares
    Change vs previous 13F -9,432 shares

    0.1% of the 13F portfolio, value $8,900,471.

    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 59,717 shares
    Change vs previous 13F -8,732 shares

    0.1% of the 13F portfolio, value $9,079,496.

    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 68,449 shares
    Change vs previous 13F -13,092 shares

    0.14% of the 13F portfolio, value $12,458,504.

    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 81,541 shares
    Change vs previous 13F -3,337 shares

    0.18% of the 13F portfolio, value $15,736,612.

    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 84,878 shares
    Change vs previous 13F -6,723 shares

    0.28% of the 13F portfolio, value $22,124,058.

    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 91,601 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $17,558,236.

    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).