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Disclosery

Atria Wealth Solutions, Inc.: EU position timeline

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

Atria Wealth Solutions, Inc. held 30,000 EU 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 30,000 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $87,900.

    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 ยง4.2).