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Atria Wealth Solutions, Inc.: EMLP position timeline

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

Atria Wealth Solutions, Inc. held 35,856 EMLP 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 35,856 shares
    Change vs previous 13F -4,162 shares

    0.03% of the 13F portfolio, value $1,343,844.

    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 40,018 shares
    Change vs previous 13F -5,304 shares

    0.02% of the 13F portfolio, value $1,500,284.

    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 45,322 shares
    Change vs previous 13F +754 shares

    0.02% of the 13F portfolio, value $1,616,003.

    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 44,568 shares
    Change vs previous 13F +3,105 shares

    0.02% of the 13F portfolio, value $1,497,484.

    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 41,463 shares
    Change vs previous 13F -2,177 shares

    0.01% of the 13F portfolio, value $1,264,523.

    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 43,640 shares
    Change vs previous 13F -12,235 shares

    0.01% of the 13F portfolio, value $1,288,690.

    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 55,875 shares
    Change vs previous 13F -8,743 shares

    0.02% of the 13F portfolio, value $1,547,185.

    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 64,618 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,707,241.

    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).