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Atria Wealth Solutions, Inc.: EOG position timeline

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

Atria Wealth Solutions, Inc. held 14,818 EOG 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 14,818 shares
    Change vs previous 13F -10,227 shares

    0.04% of the 13F portfolio, value $1,775,312.

    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 25,045 shares
    Change vs previous 13F -7,113 shares

    0.04% of the 13F portfolio, value $3,211,827.

    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 32,158 shares
    Change vs previous 13F -1,194 shares

    0.04% of the 13F portfolio, value $3,941,789.

    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 33,352 shares
    Change vs previous 13F +217 shares

    0.04% of the 13F portfolio, value $4,099,905.

    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 33,135 shares
    Change vs previous 13F -5,090 shares

    0.05% of the 13F portfolio, value $4,170,661.

    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 38,225 shares
    Change vs previous 13F -1,505 shares

    0.06% of the 13F portfolio, value $4,886,689.

    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 39,730 shares
    Change vs previous 13F +3,910 shares

    0.06% of the 13F portfolio, value $4,805,291.

    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 35,820 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $4,540,543.

    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).