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Atria Wealth Solutions, Inc.: CBOE position timeline

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

Atria Wealth Solutions, Inc. held 3,862 CBOE 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 3,862 shares
    Change vs previous 13F +2,689 shares

    0.02% of the 13F portfolio, value $900,394.

    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 1,173 shares
    Change vs previous 13F -5,957 shares

    <0.01% of the 13F portfolio, value $265,438.

    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 7,130 shares
    Change vs previous 13F +2,892 shares

    0.02% of the 13F portfolio, value $1,393,258.

    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 4,238 shares
    Change vs previous 13F +1,611 shares

    0.01% of the 13F portfolio, value $868,293.

    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 2,627 shares
    Change vs previous 13F -928 shares

    <0.01% of the 13F portfolio, value $446,789.

    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 3,555 shares
    Change vs previous 13F -960 shares

    0.01% of the 13F portfolio, value $653,261.

    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 4,515 shares
    Change vs previous 13F +3,013 shares

    0.01% of the 13F portfolio, value $806,219.

    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 1,502 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $234,627.

    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).