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Atria Wealth Solutions, Inc.: BSCQ position timeline

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

Atria Wealth Solutions, Inc. held 287,491 BSCQ 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 287,491 shares
    Change vs previous 13F -34,363 shares

    0.13% of the 13F portfolio, value $5,611,818.

    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 321,854 shares
    Change vs previous 13F +55,845 shares

    0.08% of the 13F portfolio, value $6,269,722.

    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 266,009 shares
    Change vs previous 13F -65,729 shares

    0.06% of the 13F portfolio, value $5,168,545.

    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 331,738 shares
    Change vs previous 13F +27,527 shares

    0.07% of the 13F portfolio, value $6,488,801.

    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 304,211 shares
    Change vs previous 13F +14,265 shares

    0.06% of the 13F portfolio, value $5,833,233.

    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 289,946 shares
    Change vs previous 13F +104,070 shares

    0.06% of the 13F portfolio, value $5,569,861.

    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 185,876 shares
    Change vs previous 13F +149,231 shares

    0.05% of the 13F portfolio, value $3,587,409.

    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 36,645 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $688,392.

    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).