Skip to content
Disclosery

Atria Wealth Solutions, Inc.: EDIV position timeline

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

Atria Wealth Solutions, Inc. held 10,168 EDIV 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 10,168 shares
    Change vs previous 13F +1,233 shares

    0.01% of the 13F portfolio, value $391,973.

    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 8,935 shares
    Change vs previous 13F +1,415 shares

    <0.01% of the 13F portfolio, value $318,980.

    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 7,520 shares
    Change vs previous 13F -633 shares

    <0.01% of the 13F portfolio, value $265,268.

    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 8,153 shares
    Change vs previous 13F -1,500 shares

    <0.01% of the 13F portfolio, value $307,124.

    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 9,653 shares
    Change vs previous 13F -1,835 shares

    <0.01% of the 13F portfolio, value $340,751.

    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 11,488 shares
    Change vs previous 13F -701 shares

    <0.01% of the 13F portfolio, value $384,963.

    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 12,189 shares
    Change vs previous 13F +344 shares

    <0.01% of the 13F portfolio, value $396,386.

    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 11,845 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $352,697.

    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).