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Disclosery

Atria Wealth Solutions, Inc.: ED position timeline

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

Atria Wealth Solutions, Inc. held 23,677 ED 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 23,677 shares
    Change vs previous 13F -13,753 shares

    0.05% of the 13F portfolio, value $2,375,958.

    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 37,430 shares
    Change vs previous 13F -899 shares

    0.05% of the 13F portfolio, value $4,139,399.

    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 38,329 shares
    Change vs previous 13F -790 shares

    0.04% of the 13F portfolio, value $3,420,067.

    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 39,119 shares
    Change vs previous 13F -315 shares

    0.04% of the 13F portfolio, value $4,073,427.

    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 39,434 shares
    Change vs previous 13F -6,201 shares

    0.04% of the 13F portfolio, value $3,526,170.

    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 45,635 shares
    Change vs previous 13F -745 shares

    0.05% of the 13F portfolio, value $4,144,118.

    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 46,380 shares
    Change vs previous 13F +1,213 shares

    0.05% of the 13F portfolio, value $4,219,255.

    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 45,167 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $3,863,114.

    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).