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Disclosery

Atria Wealth Solutions, Inc.: BF-B position timeline

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

Atria Wealth Solutions, Inc. held 24,130 BF-B 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 24,130 shares
    Change vs previous 13F +450 shares

    0.01% of the 13F portfolio, value $654,666.

    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 23,680 shares
    Change vs previous 13F +4,595 shares

    0.01% of the 13F portfolio, value $809,006.

    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 19,085 shares
    Change vs previous 13F -644 shares

    0.01% of the 13F portfolio, value $729,149.

    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 19,729 shares
    Change vs previous 13F +1,469 shares

    0.01% of the 13F portfolio, value $974,676.

    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 18,260 shares
    Change vs previous 13F +4,352 shares

    0.01% of the 13F portfolio, value $792,393.

    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 13,908 shares
    Change vs previous 13F +8,110 shares

    0.01% of the 13F portfolio, value $720,851.

    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 5,798 shares
    Change vs previous 13F -190 shares

    <0.01% of the 13F portfolio, value $332,286.

    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 5,988 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $346,554.

    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).