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Disclosery

Atria Wealth Solutions, Inc.: BKTI position timeline

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

Atria Wealth Solutions, Inc. held 0 BKTI 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 0 shares
    Change vs previous 13F -56,955 shares

    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).

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

  2. period ended2025-03-31
    13F 56,955 shares
    Change vs previous 13F -22,930 shares

    0.03% of the 13F portfolio, value $2,233,775.

    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 79,885 shares
    Change vs previous 13F -6,700 shares

    0.03% of the 13F portfolio, value $2,739,257.

    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 86,585 shares
    Change vs previous 13F -45,577 shares

    0.02% of the 13F portfolio, value $1,884,955.

    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 132,162 shares
    Change vs previous 13F -1,140 shares

    0.02% of the 13F portfolio, value $1,691,674.

    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 133,302 shares
    Change vs previous 13F -39,832 shares

    0.02% of the 13F portfolio, value $1,946,209.

    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 173,134 shares
    Change vs previous 13F -11,378 shares

    0.03% of the 13F portfolio, value $2,117,308.

    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 184,512 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,292,377.

    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).