Skip to content
Disclosery

Atria Wealth Solutions, Inc.: ENB position timeline

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

Atria Wealth Solutions, Inc. held 94,312 ENB 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 94,312 shares
    Change vs previous 13F -22,320 shares

    0.1% of the 13F portfolio, value $4,266,354.

    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 116,632 shares
    Change vs previous 13F -3,768 shares

    0.06% of the 13F portfolio, value $5,163,400.

    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 120,400 shares
    Change vs previous 13F -657 shares

    0.06% of the 13F portfolio, value $5,108,345.

    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 121,057 shares
    Change vs previous 13F +3,321 shares

    0.05% of the 13F portfolio, value $4,921,253.

    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 117,736 shares
    Change vs previous 13F -29,037 shares

    0.05% of the 13F portfolio, value $4,188,807.

    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 146,773 shares
    Change vs previous 13F +451 shares

    0.06% of the 13F portfolio, value $5,309,943.

    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 146,322 shares
    Change vs previous 13F -27,549 shares

    0.07% of the 13F portfolio, value $5,283,563.

    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 173,871 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $5,795,111.

    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).