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Atria Wealth Solutions, Inc.: BINC position timeline

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

Atria Wealth Solutions, Inc. held 114,472 BINC 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 114,472 shares
    Change vs previous 13F -148,262 shares

    0.14% of the 13F portfolio, value $6,048,461.

    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 262,734 shares
    Change vs previous 13F -11,384 shares

    0.17% of the 13F portfolio, value $13,762,025.

    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 274,118 shares
    Change vs previous 13F +18,701 shares

    0.16% of the 13F portfolio, value $14,259,634.

    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 255,417 shares
    Change vs previous 13F +77,534 shares

    0.15% of the 13F portfolio, value $13,672,463.

    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 177,883 shares
    Change vs previous 13F +19,935 shares

    0.1% of the 13F portfolio, value $9,285,480.

    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 157,948 shares
    Change vs previous 13F +153,386 shares

    0.09% of the 13F portfolio, value $8,285,970.

    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 4,562 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $238,456.

    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).