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Disclosery

Atria Wealth Solutions, Inc.: BX position timeline

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

Atria Wealth Solutions, Inc. held 21,763 BX 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 21,763 shares
    Change vs previous 13F -19,326 shares

    0.07% of the 13F portfolio, value $3,282,362.

    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 41,089 shares
    Change vs previous 13F -7,554 shares

    0.07% of the 13F portfolio, value $5,743,467.

    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 48,643 shares
    Change vs previous 13F +1,176 shares

    0.09% of the 13F portfolio, value $8,387,039.

    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 47,467 shares
    Change vs previous 13F -13,214 shares

    0.08% of the 13F portfolio, value $7,268,525.

    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 60,681 shares
    Change vs previous 13F -15,300 shares

    0.08% of the 13F portfolio, value $7,512,385.

    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 75,981 shares
    Change vs previous 13F -7,271 shares

    0.11% of the 13F portfolio, value $9,981,591.

    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 83,252 shares
    Change vs previous 13F -8,332 shares

    0.14% of the 13F portfolio, value $10,899,456.

    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 91,584 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $9,812,351.

    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).