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Atria Wealth Solutions, Inc.: BILS position timeline

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

Atria Wealth Solutions, Inc. held 3,845 BILS 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 3,845 shares
    Change vs previous 13F -7,820 shares

    0.01% of the 13F portfolio, value $382,151.

    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 11,665 shares
    Change vs previous 13F +3,272 shares

    0.01% of the 13F portfolio, value $1,160,617.

    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 8,393 shares
    Change vs previous 13F -17,438 shares

    0.01% of the 13F portfolio, value $832,142.

    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 25,831 shares
    Change vs previous 13F +4,258 shares

    0.03% of the 13F portfolio, value $2,572,265.

    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 21,573 shares
    Change vs previous 13F +8,718 shares

    0.02% of the 13F portfolio, value $2,143,713.

    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 12,855 shares
    Change vs previous 13F +2,275 shares

    0.01% of the 13F portfolio, value $1,278,026.

    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 10,580 shares
    Change vs previous 13F -3,388 shares

    0.01% of the 13F portfolio, value $1,048,690.

    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 13,968 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,388,838.

    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).