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Atria Wealth Solutions, Inc.: BUFQ position timeline

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

Atria Wealth Solutions, Inc. held 55,002 BUFQ 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 55,002 shares
    Change vs previous 13F +14,278 shares

    0.04% of the 13F portfolio, value $1,826,066.

    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 40,724 shares
    Change vs previous 13F -48,562 shares

    0.01% of the 13F portfolio, value $1,216,018.

    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 89,286 shares
    Change vs previous 13F +9,301 shares

    0.03% of the 13F portfolio, value $2,806,258.

    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 79,985 shares
    Change vs previous 13F +10,573 shares

    0.03% of the 13F portfolio, value $2,427,544.

    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 69,412 shares
    Change vs previous 13F +16,561 shares

    0.02% of the 13F portfolio, value $2,051,819.

    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 52,851 shares
    Change vs previous 13F +26,944 shares

    0.02% of the 13F portfolio, value $1,497,269.

    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 25,907 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $699,489.

    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).