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Atria Wealth Solutions, Inc.: BIV position timeline

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

Atria Wealth Solutions, Inc. held 199,045 BIV 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 199,045 shares
    Change vs previous 13F -213,376 shares

    0.35% of the 13F portfolio, value $15,369,201.

    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 412,421 shares
    Change vs previous 13F +17,315 shares

    0.38% of the 13F portfolio, value $31,579,082.

    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 395,106 shares
    Change vs previous 13F +43,593 shares

    0.32% of the 13F portfolio, value $29,526,286.

    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 351,513 shares
    Change vs previous 13F +35,797 shares

    0.3% of the 13F portfolio, value $27,548,071.

    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 315,716 shares
    Change vs previous 13F +11,569 shares

    0.26% of the 13F portfolio, value $23,643,886.

    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 304,147 shares
    Change vs previous 13F -38,377 shares

    0.26% of the 13F portfolio, value $22,932,794.

    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 342,524 shares
    Change vs previous 13F +57,188 shares

    0.33% of the 13F portfolio, value $26,162,009.

    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 285,336 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $20,632,640.

    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).