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Atria Wealth Solutions, Inc.: CEF position timeline

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

Atria Wealth Solutions, Inc. held 38,253 CEF 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 38,253 shares
    Change vs previous 13F -516 shares

    0.03% of the 13F portfolio, value $1,155,416.

    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 38,769 shares
    Change vs previous 13F +485 shares

    0.01% of the 13F portfolio, value $1,101,427.

    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 38,284 shares
    Change vs previous 13F -18,209 shares

    0.01% of the 13F portfolio, value $909,628.

    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 56,493 shares
    Change vs previous 13F -33,949 shares

    0.02% of the 13F portfolio, value $1,383,513.

    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 90,442 shares
    Change vs previous 13F -10,601 shares

    0.02% of the 13F portfolio, value $1,994,246.

    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 101,043 shares
    Change vs previous 13F -168 shares

    0.02% of the 13F portfolio, value $2,055,215.

    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 101,211 shares
    Change vs previous 13F +13,500 shares

    0.02% of the 13F portfolio, value $1,938,191.

    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 87,711 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,519,154.

    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).