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Atria Wealth Solutions, Inc.: BRK-B position timeline

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

Atria Wealth Solutions, Inc. held 68,172 BRK-B 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 68,172 shares
    Change vs previous 13F -52,952 shares

    0.75% of the 13F portfolio, value $33,098,610.

    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 121,124 shares
    Change vs previous 13F -21,326 shares

    0.78% of the 13F portfolio, value $64,508,261.

    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 142,450 shares
    Change vs previous 13F -12,636 shares

    0.71% of the 13F portfolio, value $64,569,566.

    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 155,086 shares
    Change vs previous 13F +729 shares

    0.78% of the 13F portfolio, value $71,379,836.

    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 154,357 shares
    Change vs previous 13F -1,767 shares

    0.7% of the 13F portfolio, value $62,792,339.

    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 156,124 shares
    Change vs previous 13F +8,899 shares

    0.74% of the 13F portfolio, value $65,653,480.

    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 147,225 shares
    Change vs previous 13F +3,011 shares

    0.66% of the 13F portfolio, value $52,509,537.

    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 144,214 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $50,518,334.

    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).