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Atria Wealth Solutions, Inc.: GEHC position timeline

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

Atria Wealth Solutions, Inc. held 17,407 GEHC 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 17,407 shares
    Change vs previous 13F -11,017 shares

    0.03% of the 13F portfolio, value $1,293,766.

    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 28,424 shares
    Change vs previous 13F -4,159 shares

    0.03% of the 13F portfolio, value $2,294,140.

    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 32,583 shares
    Change vs previous 13F +9,444 shares

    0.03% of the 13F portfolio, value $2,547,342.

    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 23,139 shares
    Change vs previous 13F -14,333 shares

    0.02% of the 13F portfolio, value $2,171,647.

    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 37,472 shares
    Change vs previous 13F +879 shares

    0.03% of the 13F portfolio, value $2,919,838.

    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 36,593 shares
    Change vs previous 13F +599 shares

    0.04% of the 13F portfolio, value $3,326,706.

    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 35,994 shares
    Change vs previous 13F -5,997 shares

    0.03% of the 13F portfolio, value $2,783,052.

    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 41,991 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,857,085.

    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).