Skip to content
Disclosery

Atria Wealth Solutions, Inc.: BJUL position timeline

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

Atria Wealth Solutions, Inc. held 0 BJUL shares at 2025-03-31 per its 13F-HR filed 2025-05-09.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -6,372 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2024-12-31
    13F 6,372 shares
    Change vs previous 13F -27 shares

    <0.01% of the 13F portfolio, value $283,921.

    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).

  3. period ended2024-09-30
    13F 6,399 shares
    Change vs previous 13F -30 shares

    <0.01% of the 13F portfolio, value $279,508.

    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).

  4. period ended2024-06-30
    13F 6,429 shares
    Change vs previous 13F -21 shares

    <0.01% of the 13F portfolio, value $268,604.

    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).

  5. period ended2024-03-31
    13F 6,450 shares
    Change vs previous 13F -28 shares

    <0.01% of the 13F portfolio, value $260,129.

    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).

  6. period ended2023-12-31
    13F 6,478 shares
    Change vs previous 13F +95 shares

    <0.01% of the 13F portfolio, value $243,767.

    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).

  7. period ended2023-09-30
    13F 6,383 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $220,022.

    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).