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Atria Wealth Solutions, Inc.: BUYW position timeline

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

Atria Wealth Solutions, Inc. held 14,667 BUYW 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 14,667 shares
    Change vs previous 13F -166,669 shares

    <0.01% of the 13F portfolio, value $205,944.

    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 181,336 shares
    Change vs previous 13F +5,371 shares

    0.03% of the 13F portfolio, value $2,489,745.

    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 175,965 shares
    Change vs previous 13F +73,007 shares

    0.03% of the 13F portfolio, value $2,452,959.

    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 102,958 shares
    Change vs previous 13F +27,956 shares

    0.02% of the 13F portfolio, value $1,435,231.

    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 75,002 shares
    Change vs previous 13F -19,794 shares

    0.01% of the 13F portfolio, value $1,029,035.

    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 94,796 shares
    Change vs previous 13F -180,551 shares

    0.01% of the 13F portfolio, value $1,295,861.

    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 275,347 shares
    Change vs previous 13F +243,084 shares

    0.05% of the 13F portfolio, value $3,714,019.

    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 32,263 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $431,262.

    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).