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Disclosery

Atria Wealth Solutions, Inc.: BIBL position timeline

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

Atria Wealth Solutions, Inc. held 11,306 BIBL 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 11,306 shares
    Change vs previous 13F +152 shares

    0.01% of the 13F portfolio, value $471,334.

    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 11,154 shares
    Change vs previous 13F +2,004 shares

    0.01% of the 13F portfolio, value $429,131.

    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 9,150 shares
    Change vs previous 13F +1,267 shares

    <0.01% of the 13F portfolio, value $356,001.

    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 7,883 shares
    Change vs previous 13F -896 shares

    <0.01% of the 13F portfolio, value $320,633.

    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 8,779 shares
    Change vs previous 13F -43,494 shares

    <0.01% of the 13F portfolio, value $333,461.

    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 52,273 shares
    Change vs previous 13F +1,766 shares

    0.02% of the 13F portfolio, value $2,037,631.

    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 50,507 shares
    Change vs previous 13F -3,187 shares

    0.02% of the 13F portfolio, value $1,762,680.

    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 53,694 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,681,921.

    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).