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Atria Wealth Solutions, Inc.: BIL position timeline

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

Atria Wealth Solutions, Inc. held 233,283 BIL 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 233,283 shares
    Change vs previous 13F -234,119 shares

    0.48% of the 13F portfolio, value $21,383,299.

    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 467,402 shares
    Change vs previous 13F -6,836 shares

    0.52% of the 13F portfolio, value $42,874,834.

    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 474,238 shares
    Change vs previous 13F +49,955 shares

    0.48% of the 13F portfolio, value $43,359,518.

    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 424,283 shares
    Change vs previous 13F -56,423 shares

    0.42% of the 13F portfolio, value $38,953,392.

    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 480,706 shares
    Change vs previous 13F -88,414 shares

    0.49% of the 13F portfolio, value $44,119,147.

    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 569,120 shares
    Change vs previous 13F -617,230 shares

    0.59% of the 13F portfolio, value $52,245,181.

    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 1,186,350 shares
    Change vs previous 13F +899,785 shares

    1.36% of the 13F portfolio, value $108,420,469.

    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 286,565 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $26,312,385.

    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).