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Disclosery

Atria Wealth Solutions, Inc.: COM position timeline

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

Atria Wealth Solutions, Inc. held 13,698 COM 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 13,698 shares
    Change vs previous 13F -72,281 shares

    0.01% of the 13F portfolio, value $382,367.

    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 85,979 shares
    Change vs previous 13F +2,663 shares

    0.03% of the 13F portfolio, value $2,526,006.

    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 83,316 shares
    Change vs previous 13F -5,052 shares

    0.03% of the 13F portfolio, value $2,359,509.

    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 88,368 shares
    Change vs previous 13F -67,868 shares

    0.03% of the 13F portfolio, value $2,539,696.

    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 156,236 shares
    Change vs previous 13F +4,994 shares

    0.05% of the 13F portfolio, value $4,517,392.

    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 151,242 shares
    Change vs previous 13F +14,915 shares

    0.05% of the 13F portfolio, value $4,280,149.

    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 136,327 shares
    Change vs previous 13F -203,577 shares

    0.05% of the 13F portfolio, value $3,790,586.

    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 339,904 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $10,091,750.

    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).