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Atria Wealth Solutions, Inc.: BUFD position timeline

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

Atria Wealth Solutions, Inc. held 33,946 BUFD 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 33,946 shares
    Change vs previous 13F -144,422 shares

    0.02% of the 13F portfolio, value $901,606.

    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 178,368 shares
    Change vs previous 13F -83,744 shares

    0.05% of the 13F portfolio, value $4,450,282.

    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 262,112 shares
    Change vs previous 13F +15,379 shares

    0.07% of the 13F portfolio, value $6,689,098.

    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 246,733 shares
    Change vs previous 13F +31,752 shares

    0.07% of the 13F portfolio, value $6,178,195.

    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 214,981 shares
    Change vs previous 13F -1,750 shares

    0.06% of the 13F portfolio, value $5,228,338.

    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 216,731 shares
    Change vs previous 13F +31,139 shares

    0.06% of the 13F portfolio, value $5,112,684.

    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 185,592 shares
    Change vs previous 13F +5,598 shares

    0.05% of the 13F portfolio, value $4,212,938.

    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 179,994 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $3,824,873.

    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).