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Atria Wealth Solutions, Inc.: BUFF position timeline

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

Atria Wealth Solutions, Inc. held 53,914 BUFF 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 53,914 shares
    Change vs previous 13F -7,119 shares

    0.06% of the 13F portfolio, value $2,533,958.

    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 61,033 shares
    Change vs previous 13F +15,662 shares

    0.03% of the 13F portfolio, value $2,690,945.

    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 45,371 shares
    Change vs previous 13F +7,079 shares

    0.02% of the 13F portfolio, value $2,037,611.

    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 38,292 shares
    Change vs previous 13F -10,737 shares

    0.02% of the 13F portfolio, value $1,689,443.

    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 49,029 shares
    Change vs previous 13F +20,704 shares

    0.02% of the 13F portfolio, value $2,101,898.

    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 28,325 shares
    Change vs previous 13F +10,533 shares

    0.01% of the 13F portfolio, value $1,182,286.

    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 17,792 shares
    Change vs previous 13F +12,253 shares

    0.01% of the 13F portfolio, value $713,103.

    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 5,539 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $207,713.

    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).