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Atria Wealth Solutions, Inc.: BSCR position timeline

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

Atria Wealth Solutions, Inc. held 251,093 BSCR 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 251,093 shares
    Change vs previous 13F -24,637 shares

    0.11% of the 13F portfolio, value $4,933,987.

    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 275,730 shares
    Change vs previous 13F +152,618 shares

    0.07% of the 13F portfolio, value $5,401,548.

    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 123,112 shares
    Change vs previous 13F +44,810 shares

    0.03% of the 13F portfolio, value $2,398,208.

    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 78,302 shares
    Change vs previous 13F +27,048 shares

    0.02% of the 13F portfolio, value $1,544,098.

    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 51,254 shares
    Change vs previous 13F +1,348 shares

    0.01% of the 13F portfolio, value $985,100.

    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 49,906 shares
    Change vs previous 13F +4,755 shares

    0.01% of the 13F portfolio, value $962,683.

    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 45,151 shares
    Change vs previous 13F +9,935 shares

    0.01% of the 13F portfolio, value $878,408.

    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 35,216 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $659,768.

    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).