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Atria Wealth Solutions, Inc.: GBIL position timeline

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

Atria Wealth Solutions, Inc. held 40,256 GBIL 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 40,256 shares
    Change vs previous 13F -1,229 shares

    0.09% of the 13F portfolio, value $4,031,138.

    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 41,485 shares
    Change vs previous 13F +1,661 shares

    0.05% of the 13F portfolio, value $4,155,997.

    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 39,824 shares
    Change vs previous 13F -803 shares

    0.04% of the 13F portfolio, value $3,994,317.

    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 40,627 shares
    Change vs previous 13F +6,050 shares

    0.04% of the 13F portfolio, value $4,074,510.

    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 34,577 shares
    Change vs previous 13F -3,455 shares

    0.04% of the 13F portfolio, value $3,460,493.

    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 38,032 shares
    Change vs previous 13F -3,151 shares

    0.04% of the 13F portfolio, value $3,837,095.

    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 41,183 shares
    Change vs previous 13F -939 shares

    0.05% of the 13F portfolio, value $4,125,243.

    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 42,122 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $4,216,773.

    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).