Skip to content
Disclosery

Atria Wealth Solutions, Inc.: CFO position timeline

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

Atria Wealth Solutions, Inc. held 14,479 CFO 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 14,479 shares
    Change vs previous 13F -1,105 shares

    0.02% of the 13F portfolio, value $1,032,632.

    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 15,584 shares
    Change vs previous 13F -1,208 shares

    0.01% of the 13F portfolio, value $1,067,637.

    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 16,792 shares
    Change vs previous 13F -2,347 shares

    0.01% of the 13F portfolio, value $1,157,617.

    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 19,139 shares
    Change vs previous 13F -490 shares

    0.01% of the 13F portfolio, value $1,335,688.

    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 19,629 shares
    Change vs previous 13F -9,439 shares

    0.01% of the 13F portfolio, value $1,261,338.

    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 29,068 shares
    Change vs previous 13F -1,195 shares

    0.02% of the 13F portfolio, value $1,917,012.

    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 30,263 shares
    Change vs previous 13F -2,518 shares

    0.02% of the 13F portfolio, value $1,836,339.

    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 32,781 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,931,437.

    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).