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Disclosery

Atria Wealth Solutions, Inc.: EDV position timeline

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

Atria Wealth Solutions, Inc. held 14,487 EDV 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 14,487 shares
    Change vs previous 13F -51,822 shares

    0.02% of the 13F portfolio, value $974,975.

    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 66,309 shares
    Change vs previous 13F -1,161 shares

    0.06% of the 13F portfolio, value $4,715,212.

    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 67,470 shares
    Change vs previous 13F -30,699 shares

    0.05% of the 13F portfolio, value $4,569,102.

    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 98,169 shares
    Change vs previous 13F +14,637 shares

    0.09% of the 13F portfolio, value $7,822,136.

    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 83,532 shares
    Change vs previous 13F -3,862 shares

    0.07% of the 13F portfolio, value $6,132,096.

    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 87,394 shares
    Change vs previous 13F -38,174 shares

    0.08% of the 13F portfolio, value $6,694,387.

    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 125,568 shares
    Change vs previous 13F +55,977 shares

    0.13% of the 13F portfolio, value $10,174,795.

    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 69,591 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $4,873,427.

    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).