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Disclosery

Atria Wealth Solutions, Inc.: BTX position timeline

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

Atria Wealth Solutions, Inc. held 42,025 BTX 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 42,025 shares
    Change vs previous 13F +21,425 shares

    0.01% of the 13F portfolio, value $308,540.

    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 20,600 shares
    Change vs previous 13F -8,400 shares

    <0.01% of the 13F portfolio, value $128,956.

    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 29,000 shares
    Change vs previous 13F -8,700 shares

    <0.01% of the 13F portfolio, value $215,760.

    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 37,700 shares
    Change vs previous 13F -5,880 shares

    <0.01% of the 13F portfolio, value $284,635.

    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 43,580 shares
    Change vs previous 13F +40 shares

    <0.01% of the 13F portfolio, value $315,087.

    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 43,540 shares
    Change vs previous 13F -2,160 shares

    <0.01% of the 13F portfolio, value $354,416.

    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 45,700 shares
    Change vs previous 13F -3,200 shares

    <0.01% of the 13F portfolio, value $334,981.

    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 48,900 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $340,344.

    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).