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Disclosery

Atria Wealth Solutions, Inc.: ET position timeline

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

Atria Wealth Solutions, Inc. held 167,058 ET 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 167,058 shares
    Change vs previous 13F -171,202 shares

    0.07% of the 13F portfolio, value $3,024,994.

    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 338,260 shares
    Change vs previous 13F -342,368 shares

    0.08% of the 13F portfolio, value $6,288,240.

    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 680,628 shares
    Change vs previous 13F +207,895 shares

    0.15% of the 13F portfolio, value $13,333,504.

    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 472,733 shares
    Change vs previous 13F +291 shares

    0.08% of the 13F portfolio, value $7,587,363.

    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 472,442 shares
    Change vs previous 13F -81,052 shares

    0.08% of the 13F portfolio, value $7,663,021.

    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 553,494 shares
    Change vs previous 13F +27,916 shares

    0.1% of the 13F portfolio, value $8,706,468.

    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 525,578 shares
    Change vs previous 13F +56,173 shares

    0.09% of the 13F portfolio, value $7,252,969.

    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 469,405 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $6,585,752.

    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).