Skip to content
Disclosery

Atria Wealth Solutions, Inc.: C position timeline

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

Atria Wealth Solutions, Inc. held 38,562 C 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 38,562 shares
    Change vs previous 13F -86,080 shares

    0.08% of the 13F portfolio, value $3,346,313.

    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 124,642 shares
    Change vs previous 13F -11,987 shares

    0.11% of the 13F portfolio, value $8,848,243.

    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 136,629 shares
    Change vs previous 13F +2,361 shares

    0.11% of the 13F portfolio, value $9,617,399.

    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 134,268 shares
    Change vs previous 13F -479 shares

    0.09% of the 13F portfolio, value $8,405,160.

    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 134,747 shares
    Change vs previous 13F -10,774 shares

    0.09% of the 13F portfolio, value $8,551,029.

    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 145,521 shares
    Change vs previous 13F +6,823 shares

    0.1% of the 13F portfolio, value $9,202,777.

    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 138,698 shares
    Change vs previous 13F +17,257 shares

    0.09% of the 13F portfolio, value $7,134,575.

    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 121,441 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $4,994,857.

    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).