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Atria Wealth Solutions, Inc.: BKLC position timeline

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

Atria Wealth Solutions, Inc. held 11,060 BKLC 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 11,060 shares
    Change vs previous 13F -2,124 shares

    0.03% of the 13F portfolio, value $1,326,758.

    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 13,184 shares
    Change vs previous 13F +106 shares

    0.02% of the 13F portfolio, value $1,401,723.

    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 13,078 shares
    Change vs previous 13F +2,498 shares

    0.02% of the 13F portfolio, value $1,466,314.

    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 10,580 shares
    Change vs previous 13F +1,005 shares

    0.01% of the 13F portfolio, value $1,159,145.

    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 9,575 shares
    Change vs previous 13F +115 shares

    0.01% of the 13F portfolio, value $993,694.

    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 9,460 shares
    Change vs previous 13F +900 shares

    0.01% of the 13F portfolio, value $944,108.

    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 8,560 shares
    Change vs previous 13F +1,275 shares

    0.01% of the 13F portfolio, value $773,824.

    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 7,285 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $590,085.

    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).