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Disclosery

Atria Wealth Solutions, Inc.: CB position timeline

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

Atria Wealth Solutions, Inc. held 6,630 CB 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 6,630 shares
    Change vs previous 13F -7,530 shares

    0.04% of the 13F portfolio, value $1,922,658.

    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 14,160 shares
    Change vs previous 13F -1,983 shares

    0.05% of the 13F portfolio, value $4,288,617.

    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 16,143 shares
    Change vs previous 13F +2,655 shares

    0.05% of the 13F portfolio, value $4,470,704.

    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 13,488 shares
    Change vs previous 13F -24 shares

    0.04% of the 13F portfolio, value $3,900,845.

    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 13,512 shares
    Change vs previous 13F -289 shares

    0.04% of the 13F portfolio, value $3,456,145.

    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 13,801 shares
    Change vs previous 13F +912 shares

    0.04% of the 13F portfolio, value $3,585,795.

    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 12,889 shares
    Change vs previous 13F +160 shares

    0.04% of the 13F portfolio, value $2,921,990.

    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 12,729 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,658,600.

    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).