Skip to content
Disclosery

Atria Wealth Solutions, Inc.: BND position timeline

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

Atria Wealth Solutions, Inc. held 433,901 BND 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 433,901 shares
    Change vs previous 13F -482,292 shares

    0.72% of the 13F portfolio, value $31,831,186.

    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 916,193 shares
    Change vs previous 13F +128,685 shares

    0.81% of the 13F portfolio, value $67,294,479.

    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 787,508 shares
    Change vs previous 13F +14,761 shares

    0.62% of the 13F portfolio, value $56,629,734.

    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 772,747 shares
    Change vs previous 13F +30,387 shares

    0.63% of the 13F portfolio, value $58,041,002.

    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 742,360 shares
    Change vs previous 13F +8,525 shares

    0.59% of the 13F portfolio, value $53,487,052.

    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 733,835 shares
    Change vs previous 13F +47,178 shares

    0.6% of the 13F portfolio, value $53,298,445.

    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 686,657 shares
    Change vs previous 13F -32,259 shares

    0.64% of the 13F portfolio, value $50,503,624.

    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 718,916 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $50,165,959.

    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).