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Atria Wealth Solutions, Inc.: ELV position timeline

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

Atria Wealth Solutions, Inc. held 2,036 ELV 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 2,036 shares
    Change vs previous 13F -3,106 shares

    0.02% of the 13F portfolio, value $778,040.

    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 5,142 shares
    Change vs previous 13F +111 shares

    0.03% of the 13F portfolio, value $2,236,855.

    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 5,031 shares
    Change vs previous 13F -496 shares

    0.02% of the 13F portfolio, value $1,855,826.

    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 5,527 shares
    Change vs previous 13F +136 shares

    0.03% of the 13F portfolio, value $2,873,936.

    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 5,391 shares
    Change vs previous 13F +258 shares

    0.03% of the 13F portfolio, value $2,921,124.

    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 5,133 shares
    Change vs previous 13F +205 shares

    0.03% of the 13F portfolio, value $2,661,600.

    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 4,928 shares
    Change vs previous 13F +134 shares

    0.03% of the 13F portfolio, value $2,324,298.

    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 4,794 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,087,620.

    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).