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Atria Wealth Solutions, Inc.: BUFR position timeline

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

Atria Wealth Solutions, Inc. held 535,930 BUFR 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 535,930 shares
    Change vs previous 13F -537,052 shares

    0.39% of the 13F portfolio, value $17,078,156.

    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 1,072,982 shares
    Change vs previous 13F -301,714 shares

    0.38% of the 13F portfolio, value $31,856,838.

    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 1,374,696 shares
    Change vs previous 13F +59,556 shares

    0.46% of the 13F portfolio, value $41,886,977.

    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 1,315,140 shares
    Change vs previous 13F +105,063 shares

    0.43% of the 13F portfolio, value $39,309,546.

    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 1,210,077 shares
    Change vs previous 13F +95,667 shares

    0.39% of the 13F portfolio, value $34,995,436.

    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 1,114,410 shares
    Change vs previous 13F +132,210 shares

    0.35% of the 13F portfolio, value $31,158,894.

    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 982,200 shares
    Change vs previous 13F -36,231 shares

    0.33% of the 13F portfolio, value $26,097,050.

    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 1,018,431 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $24,941,363.

    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).