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Atria Wealth Solutions, Inc.: EMLC position timeline

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

Atria Wealth Solutions, Inc. held 13,553 EMLC 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 13,553 shares
    Change vs previous 13F -1,283 shares

    0.01% of the 13F portfolio, value $343,564.

    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 14,836 shares
    Change vs previous 13F -34,584 shares

    <0.01% of the 13F portfolio, value $353,983.

    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 49,420 shares
    Change vs previous 13F +33,424 shares

    0.01% of the 13F portfolio, value $1,142,087.

    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 15,996 shares
    Change vs previous 13F +1,300 shares

    <0.01% of the 13F portfolio, value $406,310.

    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 14,696 shares
    Change vs previous 13F -10,560 shares

    <0.01% of the 13F portfolio, value $349,478.

    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 25,256 shares
    Change vs previous 13F -6,373 shares

    0.01% of the 13F portfolio, value $619,027.

    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 31,629 shares
    Change vs previous 13F +9,920 shares

    0.01% of the 13F portfolio, value $801,795.

    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 21,709 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $518,194.

    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).