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Atria Wealth Solutions, Inc.: BAB position timeline

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

Atria Wealth Solutions, Inc. held 14,355 BAB 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 14,355 shares
    Change vs previous 13F +549 shares

    0.01% of the 13F portfolio, value $380,825.

    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 13,806 shares
    Change vs previous 13F -1,216 shares

    <0.01% of the 13F portfolio, value $368,348.

    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 15,022 shares
    Change vs previous 13F +38 shares

    <0.01% of the 13F portfolio, value $392,835.

    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 14,984 shares
    Change vs previous 13F -93,844 shares

    <0.01% of the 13F portfolio, value $413,104.

    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 108,828 shares
    Change vs previous 13F +81,565 shares

    0.03% of the 13F portfolio, value $2,870,881.

    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 27,263 shares
    Change vs previous 13F +11,691 shares

    0.01% of the 13F portfolio, value $723,838.

    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 15,572 shares
    Change vs previous 13F +80 shares

    0.01% of the 13F portfolio, value $419,031.

    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 15,492 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $391,790.

    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).