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Atria Wealth Solutions, Inc.: EFG position timeline

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

Atria Wealth Solutions, Inc. held 88,420 EFG 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 88,420 shares
    Change vs previous 13F -175,316 shares

    0.22% of the 13F portfolio, value $9,901,669.

    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 263,736 shares
    Change vs previous 13F -172,832 shares

    0.32% of the 13F portfolio, value $26,373,580.

    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 436,568 shares
    Change vs previous 13F +67,247 shares

    0.46% of the 13F portfolio, value $42,272,869.

    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 369,321 shares
    Change vs previous 13F -9,613 shares

    0.43% of the 13F portfolio, value $39,757,465.

    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 378,934 shares
    Change vs previous 13F +119,028 shares

    0.43% of the 13F portfolio, value $38,764,906.

    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 259,906 shares
    Change vs previous 13F +19,134 shares

    0.3% of the 13F portfolio, value $26,975,634.

    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 240,772 shares
    Change vs previous 13F -99,806 shares

    0.29% of the 13F portfolio, value $23,318,781.

    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 340,578 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $29,391,816.

    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).