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Atria Wealth Solutions, Inc.: EFA position timeline

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

Atria Wealth Solutions, Inc. held 77,164 EFA 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 77,164 shares
    Change vs previous 13F -33,228 shares

    0.16% of the 13F portfolio, value $6,903,463.

    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 110,392 shares
    Change vs previous 13F -82,861 shares

    0.11% of the 13F portfolio, value $9,022,311.

    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 193,253 shares
    Change vs previous 13F +2,604 shares

    0.16% of the 13F portfolio, value $14,611,795.

    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 190,649 shares
    Change vs previous 13F -4,939 shares

    0.17% of the 13F portfolio, value $15,944,005.

    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 195,588 shares
    Change vs previous 13F +727 shares

    0.17% of the 13F portfolio, value $15,320,422.

    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 194,861 shares
    Change vs previous 13F +3,001 shares

    0.18% of the 13F portfolio, value $15,561,545.

    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 191,860 shares
    Change vs previous 13F +11,898 shares

    0.18% of the 13F portfolio, value $14,456,586.

    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 179,962 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $12,402,965.

    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).