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Atria Wealth Solutions, Inc.: GAB position timeline

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

Atria Wealth Solutions, Inc. held 42,033 GAB 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 42,033 shares
    Change vs previous 13F -44,382 shares

    0.01% of the 13F portfolio, value $244,631.

    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 86,415 shares
    Change vs previous 13F -8,661 shares

    0.01% of the 13F portfolio, value $476,146.

    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 95,076 shares
    Change vs previous 13F +4,512 shares

    0.01% of the 13F portfolio, value $511,516.

    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 90,564 shares
    Change vs previous 13F -4,680 shares

    0.01% of the 13F portfolio, value $497,199.

    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 95,244 shares
    Change vs previous 13F -22,654 shares

    0.01% of the 13F portfolio, value $495,270.

    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 117,898 shares
    Change vs previous 13F -694 shares

    0.01% of the 13F portfolio, value $650,797.

    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 118,592 shares
    Change vs previous 13F -12,919 shares

    0.01% of the 13F portfolio, value $602,448.

    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 131,511 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $674,654.

    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).