Skip to content
Disclosery

Atria Wealth Solutions, Inc.: BLV position timeline

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

Atria Wealth Solutions, Inc. held 68,817 BLV 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 68,817 shares
    Change vs previous 13F -181,375 shares

    0.11% of the 13F portfolio, value $4,777,489.

    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 250,192 shares
    Change vs previous 13F -2,935 shares

    0.21% of the 13F portfolio, value $17,618,527.

    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 253,127 shares
    Change vs previous 13F -28,382 shares

    0.19% of the 13F portfolio, value $17,321,519.

    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 281,509 shares
    Change vs previous 13F +37,902 shares

    0.23% of the 13F portfolio, value $21,161,027.

    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 243,607 shares
    Change vs previous 13F -4,716 shares

    0.19% of the 13F portfolio, value $17,123,134.

    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 248,323 shares
    Change vs previous 13F -35,951 shares

    0.2% of the 13F portfolio, value $17,961,224.

    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 284,274 shares
    Change vs previous 13F +55,460 shares

    0.27% of the 13F portfolio, value $21,201,161.

    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 228,814 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $15,344,243.

    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).