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Disclosery

Atria Wealth Solutions, Inc.: F position timeline

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

Atria Wealth Solutions, Inc. held 80,667 F 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 80,667 shares
    Change vs previous 13F -455,164 shares

    0.02% of the 13F portfolio, value $913,332.

    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 535,831 shares
    Change vs previous 13F -71,903 shares

    0.06% of the 13F portfolio, value $5,374,391.

    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 607,734 shares
    Change vs previous 13F +1,570 shares

    0.07% of the 13F portfolio, value $6,016,565.

    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 606,164 shares
    Change vs previous 13F -13,021 shares

    0.07% of the 13F portfolio, value $6,401,103.

    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 619,185 shares
    Change vs previous 13F +7,038 shares

    0.09% of the 13F portfolio, value $7,764,572.

    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 612,147 shares
    Change vs previous 13F -20,531 shares

    0.09% of the 13F portfolio, value $8,129,322.

    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 632,678 shares
    Change vs previous 13F -11,971 shares

    0.1% of the 13F portfolio, value $7,712,338.

    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 644,649 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $8,006,542.

    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).