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Atria Wealth Solutions, Inc.: EAGG position timeline

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

Atria Wealth Solutions, Inc. held 9,084 EAGG 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 9,084 shares
    Change vs previous 13F -95,579 shares

    0.01% of the 13F portfolio, value $431,853.

    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 104,663 shares
    Change vs previous 13F +28,632 shares

    0.06% of the 13F portfolio, value $4,969,417.

    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 76,031 shares
    Change vs previous 13F -2,981 shares

    0.04% of the 13F portfolio, value $3,530,860.

    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 79,012 shares
    Change vs previous 13F +1,585 shares

    0.04% of the 13F portfolio, value $3,839,178.

    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 77,427 shares
    Change vs previous 13F +1,444 shares

    0.04% of the 13F portfolio, value $3,608,893.

    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 75,983 shares
    Change vs previous 13F -8,234 shares

    0.04% of the 13F portfolio, value $3,575,760.

    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 84,217 shares
    Change vs previous 13F -3,547 shares

    0.05% of the 13F portfolio, value $4,020,520.

    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 87,764 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $3,975,709.

    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).