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Disclosery

Atria Wealth Solutions, Inc.: D position timeline

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

Atria Wealth Solutions, Inc. held 15,273 D 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 15,273 shares
    Change vs previous 13F -32,080 shares

    0.02% of the 13F portfolio, value $863,947.

    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 47,353 shares
    Change vs previous 13F -4,226 shares

    0.03% of the 13F portfolio, value $2,655,123.

    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 51,579 shares
    Change vs previous 13F +4,476 shares

    0.03% of the 13F portfolio, value $2,778,029.

    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 47,103 shares
    Change vs previous 13F +2,164 shares

    0.03% of the 13F portfolio, value $2,722,082.

    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 44,939 shares
    Change vs previous 13F +1,200 shares

    0.02% of the 13F portfolio, value $2,202,029.

    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 43,739 shares
    Change vs previous 13F +5,491 shares

    0.02% of the 13F portfolio, value $2,151,514.

    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 38,248 shares
    Change vs previous 13F +2,733 shares

    0.02% of the 13F portfolio, value $1,797,657.

    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 35,515 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,586,418.

    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).