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Disclosery

Atria Wealth Solutions, Inc.: BSL position timeline

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

Atria Wealth Solutions, Inc. held 16,647 BSL 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 16,647 shares
    Change vs previous 13F -17,490 shares

    0.01% of the 13F portfolio, value $238,057.

    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 34,137 shares
    Change vs previous 13F -4,584 shares

    0.01% of the 13F portfolio, value $482,358.

    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 38,721 shares
    Change vs previous 13F -2,099 shares

    0.01% of the 13F portfolio, value $555,529.

    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 40,820 shares
    Change vs previous 13F +1,071 shares

    0.01% of the 13F portfolio, value $576,374.

    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 39,749 shares
    Change vs previous 13F +25 shares

    0.01% of the 13F portfolio, value $556,884.

    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 39,724 shares
    Change vs previous 13F +180 shares

    0.01% of the 13F portfolio, value $569,245.

    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 39,544 shares
    Change vs previous 13F -382 shares

    0.01% of the 13F portfolio, value $528,217.

    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 39,926 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $529,009.

    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).