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Atria Wealth Solutions, Inc.: EPD position timeline

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

Atria Wealth Solutions, Inc. held 55,437 EPD 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 55,437 shares
    Change vs previous 13F -139,919 shares

    0.04% of the 13F portfolio, value $1,728,914.

    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 195,356 shares
    Change vs previous 13F -21,134 shares

    0.08% of the 13F portfolio, value $6,669,454.

    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 216,490 shares
    Change vs previous 13F +38,167 shares

    0.07% of the 13F portfolio, value $6,789,132.

    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 178,323 shares
    Change vs previous 13F +5,423 shares

    0.06% of the 13F portfolio, value $5,190,995.

    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 172,900 shares
    Change vs previous 13F -189,696 shares

    0.06% of the 13F portfolio, value $5,010,660.

    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 362,596 shares
    Change vs previous 13F +17,620 shares

    0.12% of the 13F portfolio, value $10,580,538.

    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 344,976 shares
    Change vs previous 13F -28,753 shares

    0.11% of the 13F portfolio, value $9,090,086.

    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 373,729 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $10,228,969.

    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).