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Disclosery

Atria Wealth Solutions, Inc.: BIZD position timeline

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

Atria Wealth Solutions, Inc. held 60,743 BIZD 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 60,743 shares
    Change vs previous 13F -31,987 shares

    0.02% of the 13F portfolio, value $988,904.

    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 92,730 shares
    Change vs previous 13F +6,417 shares

    0.02% of the 13F portfolio, value $1,554,151.

    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 86,313 shares
    Change vs previous 13F +707 shares

    0.02% of the 13F portfolio, value $1,435,380.

    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 85,606 shares
    Change vs previous 13F -2,877 shares

    0.02% of the 13F portfolio, value $1,417,640.

    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 88,483 shares
    Change vs previous 13F -479 shares

    0.02% of the 13F portfolio, value $1,513,940.

    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 88,962 shares
    Change vs previous 13F +720 shares

    0.02% of the 13F portfolio, value $1,503,455.

    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 88,242 shares
    Change vs previous 13F +69,498 shares

    0.02% of the 13F portfolio, value $1,415,402.

    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 18,744 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $300,464.

    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).