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Atria Wealth Solutions, Inc.: BABA position timeline

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

Atria Wealth Solutions, Inc. held 9,081 BABA 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 9,081 shares
    Change vs previous 13F -32,575 shares

    0.02% of the 13F portfolio, value $1,038,212.

    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 41,656 shares
    Change vs previous 13F +5,398 shares

    0.07% of the 13F portfolio, value $5,508,166.

    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 36,258 shares
    Change vs previous 13F +12,452 shares

    0.03% of the 13F portfolio, value $3,074,312.

    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 23,806 shares
    Change vs previous 13F +8,913 shares

    0.03% of the 13F portfolio, value $2,526,299.

    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 14,893 shares
    Change vs previous 13F -3,136 shares

    0.01% of the 13F portfolio, value $1,072,533.

    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 18,029 shares
    Change vs previous 13F -910 shares

    0.01% of the 13F portfolio, value $1,304,583.

    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 18,939 shares
    Change vs previous 13F -3,820 shares

    0.02% of the 13F portfolio, value $1,468,849.

    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 22,759 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,974,144.

    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).