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Atria Wealth Solutions, Inc.: BNDX position timeline

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

Atria Wealth Solutions, Inc. held 217,272 BNDX 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 217,272 shares
    Change vs previous 13F -837,825 shares

    0.24% of the 13F portfolio, value $10,751,520.

    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 1,055,097 shares
    Change vs previous 13F -23,960 shares

    0.62% of the 13F portfolio, value $51,509,846.

    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 1,079,057 shares
    Change vs previous 13F +51,686 shares

    0.58% of the 13F portfolio, value $52,927,792.

    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 1,027,371 shares
    Change vs previous 13F +15,118 shares

    0.56% of the 13F portfolio, value $51,656,224.

    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 1,012,253 shares
    Change vs previous 13F +35,224 shares

    0.55% of the 13F portfolio, value $49,266,362.

    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 977,029 shares
    Change vs previous 13F +59,802 shares

    0.54% of the 13F portfolio, value $48,060,112.

    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 917,227 shares
    Change vs previous 13F -47,683 shares

    0.57% of the 13F portfolio, value $45,278,925.

    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 964,910 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $46,151,652.

    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).