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Atria Wealth Solutions, Inc.: EOI position timeline

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

Atria Wealth Solutions, Inc. held 20,580 EOI 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 20,580 shares
    Change vs previous 13F -1,125 shares

    0.01% of the 13F portfolio, value $430,525.

    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 21,705 shares
    Change vs previous 13F +7,692 shares

    <0.01% of the 13F portfolio, value $407,194.

    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 14,013 shares
    Change vs previous 13F -356 shares

    <0.01% of the 13F portfolio, value $291,059.

    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 14,369 shares
    Change vs previous 13F -1,151 shares

    <0.01% of the 13F portfolio, value $290,694.

    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 15,520 shares
    Change vs previous 13F -2,294 shares

    <0.01% of the 13F portfolio, value $301,562.

    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 17,814 shares
    Change vs previous 13F -19,991 shares

    <0.01% of the 13F portfolio, value $324,757.

    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 37,805 shares
    Change vs previous 13F -7,129 shares

    0.01% of the 13F portfolio, value $626,811.

    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 44,934 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $712,200.

    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).