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Atria Wealth Solutions, Inc.: EMB position timeline

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

Atria Wealth Solutions, Inc. held 33,954 EMB 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 33,954 shares
    Change vs previous 13F -33,760 shares

    0.07% of the 13F portfolio, value $3,143,088.

    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 67,714 shares
    Change vs previous 13F -18,040 shares

    0.07% of the 13F portfolio, value $6,134,264.

    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 85,754 shares
    Change vs previous 13F +26,161 shares

    0.08% of the 13F portfolio, value $7,646,024.

    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 59,593 shares
    Change vs previous 13F -6,106 shares

    0.06% of the 13F portfolio, value $5,576,655.

    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 65,699 shares
    Change vs previous 13F -9,784 shares

    0.06% of the 13F portfolio, value $5,812,943.

    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 75,483 shares
    Change vs previous 13F +13,024 shares

    0.08% of the 13F portfolio, value $6,768,647.

    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 62,459 shares
    Change vs previous 13F +1,285 shares

    0.07% of the 13F portfolio, value $5,562,676.

    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 61,174 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $5,048,103.

    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).