Skip to content
Disclosery

Atria Wealth Solutions, Inc.: EEM position timeline

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

Atria Wealth Solutions, Inc. held 61,562 EEM 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 61,562 shares
    Change vs previous 13F -10,721 shares

    0.07% of the 13F portfolio, value $2,972,984.

    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 72,283 shares
    Change vs previous 13F +3,079 shares

    0.04% of the 13F portfolio, value $3,158,775.

    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 69,204 shares
    Change vs previous 13F -11,757 shares

    0.03% of the 13F portfolio, value $2,894,112.

    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 80,961 shares
    Change vs previous 13F +10,522 shares

    0.04% of the 13F portfolio, value $3,712,859.

    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 70,439 shares
    Change vs previous 13F -4,941 shares

    0.03% of the 13F portfolio, value $2,999,996.

    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 75,380 shares
    Change vs previous 13F -3,332 shares

    0.03% of the 13F portfolio, value $3,096,599.

    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 78,712 shares
    Change vs previous 13F +557 shares

    0.04% of the 13F portfolio, value $3,165,017.

    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 78,155 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,965,965.

    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).