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Disclosery

Atria Wealth Solutions, Inc.: GE position timeline

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

Atria Wealth Solutions, Inc. held 35,808 GE 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 35,808 shares
    Change vs previous 13F -9,684 shares

    0.21% of the 13F portfolio, value $9,114,809.

    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 45,492 shares
    Change vs previous 13F +2,566 shares

    0.11% of the 13F portfolio, value $9,112,524.

    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 42,926 shares
    Change vs previous 13F -1,009 shares

    0.08% of the 13F portfolio, value $7,163,625.

    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 43,935 shares
    Change vs previous 13F -2,494 shares

    0.09% of the 13F portfolio, value $8,289,153.

    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 46,429 shares
    Change vs previous 13F -3,175 shares

    0.08% of the 13F portfolio, value $7,380,961.

    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 49,604 shares
    Change vs previous 13F +3,758 shares

    0.1% of the 13F portfolio, value $8,706,928.

    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 45,846 shares
    Change vs previous 13F -534 shares

    0.07% of the 13F portfolio, value $5,852,062.

    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 46,380 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $5,128,225.

    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).