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Disclosery

Atria Wealth Solutions, Inc.: BP position timeline

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

Atria Wealth Solutions, Inc. held 27,572 BP 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 27,572 shares
    Change vs previous 13F -13,563 shares

    0.02% of the 13F portfolio, value $836,050.

    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 41,135 shares
    Change vs previous 13F -17,778 shares

    0.02% of the 13F portfolio, value $1,392,209.

    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 58,913 shares
    Change vs previous 13F -1,984 shares

    0.02% of the 13F portfolio, value $1,741,467.

    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 60,897 shares
    Change vs previous 13F -13,221 shares

    0.02% of the 13F portfolio, value $1,911,554.

    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 74,118 shares
    Change vs previous 13F -9,982 shares

    0.03% of the 13F portfolio, value $2,678,873.

    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 84,100 shares
    Change vs previous 13F +12,228 shares

    0.04% of the 13F portfolio, value $3,170,268.

    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 71,872 shares
    Change vs previous 13F +5,028 shares

    0.03% of the 13F portfolio, value $2,544,240.

    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 66,844 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,588,218.

    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).