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Atria Wealth Solutions, Inc.: EFV position timeline

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

Atria Wealth Solutions, Inc. held 365,189 EFV 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 365,189 shares
    Change vs previous 13F -182,885 shares

    0.52% of the 13F portfolio, value $23,187,516.

    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 548,074 shares
    Change vs previous 13F -150,901 shares

    0.39% of the 13F portfolio, value $32,303,460.

    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 698,975 shares
    Change vs previous 13F +52,049 shares

    0.4% of the 13F portfolio, value $36,675,232.

    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 646,926 shares
    Change vs previous 13F +363,867 shares

    0.4% of the 13F portfolio, value $37,217,665.

    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 283,059 shares
    Change vs previous 13F -154,467 shares

    0.17% of the 13F portfolio, value $15,013,442.

    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 437,526 shares
    Change vs previous 13F -153,874 shares

    0.27% of the 13F portfolio, value $23,801,441.

    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 591,400 shares
    Change vs previous 13F -82,291 shares

    0.39% of the 13F portfolio, value $30,811,961.

    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 673,691 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $32,963,696.

    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).