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Atria Wealth Solutions, Inc.: BLOK position timeline

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

Atria Wealth Solutions, Inc. held 31,034 BLOK 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 31,034 shares
    Change vs previous 13F +4,372 shares

    0.04% of the 13F portfolio, value $1,792,826.

    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 26,662 shares
    Change vs previous 13F +1,925 shares

    0.01% of the 13F portfolio, value $983,303.

    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 24,737 shares
    Change vs previous 13F +1,799 shares

    0.01% of the 13F portfolio, value $1,068,390.

    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 22,938 shares
    Change vs previous 13F +2,336 shares

    0.01% of the 13F portfolio, value $860,633.

    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 20,602 shares
    Change vs previous 13F +4,111 shares

    0.01% of the 13F portfolio, value $730,752.

    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 16,491 shares
    Change vs previous 13F +2,065 shares

    0.01% of the 13F portfolio, value $600,931.

    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 14,426 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $430,616.

    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).