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Atria Wealth Solutions, Inc.: BSV position timeline

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

Atria Wealth Solutions, Inc. held 301,024 BSV 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 301,024 shares
    Change vs previous 13F -491,627 shares

    0.54% of the 13F portfolio, value $23,651,772.

    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 792,651 shares
    Change vs previous 13F -59,880 shares

    0.75% of the 13F portfolio, value $62,048,760.

    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 852,531 shares
    Change vs previous 13F +156,495 shares

    0.72% of the 13F portfolio, value $65,875,042.

    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 696,036 shares
    Change vs previous 13F +9,200 shares

    0.6% of the 13F portfolio, value $54,771,106.

    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 686,836 shares
    Change vs previous 13F +3,040 shares

    0.58% of the 13F portfolio, value $52,680,304.

    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 683,796 shares
    Change vs previous 13F +38,780 shares

    0.59% of the 13F portfolio, value $52,426,701.

    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 645,016 shares
    Change vs previous 13F -417,696 shares

    0.62% of the 13F portfolio, value $49,679,219.

    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 1,062,712 shares
    Change vs previous 13F not available

    1.12% of the 13F portfolio, value $79,883,955.

    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).