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Atria Wealth Solutions, Inc.: BNY position timeline

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

Atria Wealth Solutions, Inc. held 16,128 BNY 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 16,128 shares
    Change vs previous 13F -35,735 shares

    0.03% of the 13F portfolio, value $1,473,998.

    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 51,863 shares
    Change vs previous 13F +4,689 shares

    0.05% of the 13F portfolio, value $4,349,728.

    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 47,174 shares
    Change vs previous 13F +3,169 shares

    0.04% of the 13F portfolio, value $3,624,459.

    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 44,005 shares
    Change vs previous 13F +330 shares

    0.03% of the 13F portfolio, value $3,162,202.

    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 43,675 shares
    Change vs previous 13F +921 shares

    0.03% of the 13F portfolio, value $2,615,760.

    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 42,754 shares
    Change vs previous 13F +14,209 shares

    0.03% of the 13F portfolio, value $2,463,434.

    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 28,545 shares
    Change vs previous 13F -1,662 shares

    0.02% of the 13F portfolio, value $1,485,754.

    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 30,207 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,288,344.

    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).