Skip to content
Disclosery

Atria Wealth Solutions, Inc.: EMHY position timeline

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

Atria Wealth Solutions, Inc. held 10,830 EMHY 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 10,830 shares
    Change vs previous 13F -3,572 shares

    0.01% of the 13F portfolio, value $422,045.

    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 14,402 shares
    Change vs previous 13F -553 shares

    0.01% of the 13F portfolio, value $550,589.

    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 14,955 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $567,991.

    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 14,955 shares
    Change vs previous 13F -82 shares

    0.01% of the 13F portfolio, value $583,544.

    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 15,037 shares
    Change vs previous 13F -300 shares

    0.01% of the 13F portfolio, value $557,113.

    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 15,337 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $574,516.

    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 15,337 shares
    Change vs previous 13F +5,720 shares

    0.01% of the 13F portfolio, value $557,492.

    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 9,617 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $327,355.

    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).