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Atria Wealth Solutions, Inc.: EMR position timeline

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

Atria Wealth Solutions, Inc. held 19,743 EMR 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 19,743 shares
    Change vs previous 13F -14,014 shares

    0.06% of the 13F portfolio, value $2,643,017.

    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 33,757 shares
    Change vs previous 13F -1,314 shares

    0.04% of the 13F portfolio, value $3,701,145.

    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 35,071 shares
    Change vs previous 13F -2,376 shares

    0.05% of the 13F portfolio, value $4,346,245.

    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 37,447 shares
    Change vs previous 13F -2,003 shares

    0.04% of the 13F portfolio, value $4,095,622.

    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 39,450 shares
    Change vs previous 13F -1,434 shares

    0.05% of the 13F portfolio, value $4,345,731.

    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 40,884 shares
    Change vs previous 13F +2,975 shares

    0.05% of the 13F portfolio, value $4,637,049.

    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 37,909 shares
    Change vs previous 13F +2,076 shares

    0.05% of the 13F portfolio, value $3,689,657.

    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 35,833 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $3,460,293.

    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).