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Disclosery

Atria Wealth Solutions, Inc.: BTI position timeline

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

Atria Wealth Solutions, Inc. held 6,612 BTI 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 6,612 shares
    Change vs previous 13F -19,114 shares

    0.01% of the 13F portfolio, value $315,046.

    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 25,726 shares
    Change vs previous 13F +5,745 shares

    0.01% of the 13F portfolio, value $1,074,011.

    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 19,981 shares
    Change vs previous 13F -1,067 shares

    0.01% of the 13F portfolio, value $733,897.

    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 21,048 shares
    Change vs previous 13F -768 shares

    0.01% of the 13F portfolio, value $778,557.

    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 21,816 shares
    Change vs previous 13F -5,291 shares

    0.01% of the 13F portfolio, value $683,906.

    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 27,107 shares
    Change vs previous 13F +918 shares

    0.01% of the 13F portfolio, value $839,488.

    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 26,189 shares
    Change vs previous 13F +2,283 shares

    0.01% of the 13F portfolio, value $778,074.

    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 23,906 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $759,367.

    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).