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Disclosery

Atria Wealth Solutions, Inc.: DE position timeline

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

Atria Wealth Solutions, Inc. held 5,119 DE 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 5,119 shares
    Change vs previous 13F -5,956 shares

    0.06% of the 13F portfolio, value $2,618,674.

    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 11,075 shares
    Change vs previous 13F -3,067 shares

    0.06% of the 13F portfolio, value $5,205,129.

    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 14,142 shares
    Change vs previous 13F +1,979 shares

    0.07% of the 13F portfolio, value $5,997,669.

    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 12,163 shares
    Change vs previous 13F -3,325 shares

    0.06% of the 13F portfolio, value $5,080,161.

    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 15,488 shares
    Change vs previous 13F -3,643 shares

    0.06% of the 13F portfolio, value $5,791,112.

    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 19,131 shares
    Change vs previous 13F +168 shares

    0.09% of the 13F portfolio, value $7,863,392.

    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 18,963 shares
    Change vs previous 13F -1,247 shares

    0.1% of the 13F portfolio, value $7,588,141.

    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 20,210 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $7,631,834.

    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).