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Disclosery

Atria Wealth Solutions, Inc.: BSCS position timeline

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

Atria Wealth Solutions, Inc. held 20,833 BSCS 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 20,833 shares
    Change vs previous 13F -8,458 shares

    0.01% of the 13F portfolio, value $426,878.

    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 29,291 shares
    Change vs previous 13F -1,375 shares

    0.01% of the 13F portfolio, value $596,063.

    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 30,666 shares
    Change vs previous 13F +2,403 shares

    0.01% of the 13F portfolio, value $617,298.

    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 28,263 shares
    Change vs previous 13F -3,146 shares

    0.01% of the 13F portfolio, value $581,079.

    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 31,409 shares
    Change vs previous 13F +1,381 shares

    0.01% of the 13F portfolio, value $626,619.

    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 30,028 shares
    Change vs previous 13F +6,871 shares

    0.01% of the 13F portfolio, value $602,653.

    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 23,157 shares
    Change vs previous 13F +5,454 shares

    0.01% of the 13F portfolio, value $469,622.

    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 17,703 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $342,826.

    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).