Skip to content
Disclosery

Atria Wealth Solutions, Inc.: ESGE position timeline

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

Atria Wealth Solutions, Inc. held 7,181 ESGE 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 7,181 shares
    Change vs previous 13F -46,673 shares

    0.01% of the 13F portfolio, value $281,293.

    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 53,854 shares
    Change vs previous 13F -2,692 shares

    0.02% of the 13F portfolio, value $1,882,202.

    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 56,546 shares
    Change vs previous 13F -5,695 shares

    0.02% of the 13F portfolio, value $1,889,351.

    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 62,241 shares
    Change vs previous 13F +66 shares

    0.02% of the 13F portfolio, value $2,266,189.

    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 62,175 shares
    Change vs previous 13F +17,304 shares

    0.02% of the 13F portfolio, value $2,084,723.

    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 44,871 shares
    Change vs previous 13F -3,350 shares

    0.02% of the 13F portfolio, value $1,446,196.

    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 48,221 shares
    Change vs previous 13F -31,057 shares

    0.02% of the 13F portfolio, value $1,545,966.

    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 79,278 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,400,540.

    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).