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Disclosery

Atria Wealth Solutions, Inc.: BSJQ position timeline

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

Atria Wealth Solutions, Inc. held 53,655 BSJQ 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 53,655 shares
    Change vs previous 13F -26,667 shares

    0.03% of the 13F portfolio, value $1,251,764.

    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 80,322 shares
    Change vs previous 13F +43,732 shares

    0.02% of the 13F portfolio, value $1,862,664.

    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 36,590 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $851,640.

    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 36,590 shares
    Change vs previous 13F -532 shares

    0.01% of the 13F portfolio, value $858,227.

    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 37,122 shares
    Change vs previous 13F -8,426 shares

    0.01% of the 13F portfolio, value $856,211.

    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 45,548 shares
    Change vs previous 13F +6,657 shares

    0.01% of the 13F portfolio, value $1,055,810.

    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 38,891 shares
    Change vs previous 13F +19,773 shares

    0.01% of the 13F portfolio, value $899,547.

    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 19,118 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $432,632.

    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).