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Atria Wealth Solutions, Inc.: BOND position timeline

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

Atria Wealth Solutions, Inc. held 24,322 BOND 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 24,322 shares
    Change vs previous 13F -32,676 shares

    0.05% of the 13F portfolio, value $2,233,439.

    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 56,998 shares
    Change vs previous 13F +27,663 shares

    0.06% of the 13F portfolio, value $5,270,648.

    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 29,335 shares
    Change vs previous 13F -27,122 shares

    0.03% of the 13F portfolio, value $2,657,480.

    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 56,457 shares
    Change vs previous 13F +1,626 shares

    0.06% of the 13F portfolio, value $5,341,428.

    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 54,831 shares
    Change vs previous 13F +25,886 shares

    0.06% of the 13F portfolio, value $4,993,962.

    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 28,945 shares
    Change vs previous 13F +1,802 shares

    0.03% of the 13F portfolio, value $2,658,824.

    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 27,143 shares
    Change vs previous 13F -690 shares

    0.03% of the 13F portfolio, value $2,512,643.

    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 27,833 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,446,491.

    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).