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Disclosery

Atria Wealth Solutions, Inc.: GBTC position timeline

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

Atria Wealth Solutions, Inc. held 4,713 GBTC 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 4,713 shares
    Change vs previous 13F -23,268 shares

    0.01% of the 13F portfolio, value $399,804.

    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 27,981 shares
    Change vs previous 13F -7,309 shares

    0.02% of the 13F portfolio, value $1,823,522.

    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 35,290 shares
    Change vs previous 13F +4,612 shares

    0.03% of the 13F portfolio, value $2,612,166.

    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 30,678 shares
    Change vs previous 13F -1,326 shares

    0.02% of the 13F portfolio, value $1,549,239.

    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 32,004 shares
    Change vs previous 13F +952 shares

    0.02% of the 13F portfolio, value $1,703,892.

    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 31,052 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,961,555.

    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).