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Atria Wealth Solutions, Inc.: BKLN position timeline

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

Atria Wealth Solutions, Inc. held 45,494 BKLN 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 45,494 shares
    Change vs previous 13F -51,832 shares

    0.02% of the 13F portfolio, value $953,530.

    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 97,326 shares
    Change vs previous 13F -47,638 shares

    0.02% of the 13F portfolio, value $2,014,645.

    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 144,964 shares
    Change vs previous 13F +16,286 shares

    0.03% of the 13F portfolio, value $3,054,386.

    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 128,678 shares
    Change vs previous 13F +3,686 shares

    0.03% of the 13F portfolio, value $2,703,522.

    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 124,992 shares
    Change vs previous 13F +24,113 shares

    0.03% of the 13F portfolio, value $2,629,842.

    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 100,879 shares
    Change vs previous 13F +39,628 shares

    0.02% of the 13F portfolio, value $2,133,586.

    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 61,251 shares
    Change vs previous 13F +2,269 shares

    0.02% of the 13F portfolio, value $1,297,290.

    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 58,982 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,238,023.

    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).