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Disclosery

Atria Wealth Solutions, Inc.: BOTZ position timeline

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

Atria Wealth Solutions, Inc. held 121,608 BOTZ 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 121,608 shares
    Change vs previous 13F -4,260 shares

    0.09% of the 13F portfolio, value $3,979,667.

    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 125,868 shares
    Change vs previous 13F +75,707 shares

    0.04% of the 13F portfolio, value $3,582,206.

    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 50,161 shares
    Change vs previous 13F -2,898 shares

    0.02% of the 13F portfolio, value $1,602,648.

    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 53,059 shares
    Change vs previous 13F -4,460 shares

    0.02% of the 13F portfolio, value $1,705,850.

    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 57,519 shares
    Change vs previous 13F +9,771 shares

    0.02% of the 13F portfolio, value $1,776,887.

    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 47,748 shares
    Change vs previous 13F -1,024 shares

    0.02% of the 13F portfolio, value $1,518,848.

    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 48,772 shares
    Change vs previous 13F -20,549 shares

    0.02% of the 13F portfolio, value $1,390,210.

    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 69,321 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,713,626.

    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).