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Atria Wealth Solutions, Inc.: ESGU position timeline

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

Atria Wealth Solutions, Inc. held 11,633 ESGU 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 11,633 shares
    Change vs previous 13F -28,431 shares

    0.04% of the 13F portfolio, value $1,583,415.

    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 40,064 shares
    Change vs previous 13F -14,870 shares

    0.06% of the 13F portfolio, value $4,884,179.

    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 54,934 shares
    Change vs previous 13F -6,193 shares

    0.08% of the 13F portfolio, value $7,076,669.

    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 61,127 shares
    Change vs previous 13F +512 shares

    0.08% of the 13F portfolio, value $7,712,969.

    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 60,615 shares
    Change vs previous 13F -33,069 shares

    0.08% of the 13F portfolio, value $7,232,723.

    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 93,684 shares
    Change vs previous 13F -97,734 shares

    0.12% of the 13F portfolio, value $10,769,995.

    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 191,418 shares
    Change vs previous 13F -30,663 shares

    0.25% of the 13F portfolio, value $20,083,634.

    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 222,081 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $20,920,351.

    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).