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Disclosery

Atria Wealth Solutions, Inc.: GEM position timeline

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

Atria Wealth Solutions, Inc. held 13,771 GEM 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 13,771 shares
    Change vs previous 13F -17,427 shares

    0.01% of the 13F portfolio, value $512,419.

    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 31,198 shares
    Change vs previous 13F +5,812 shares

    0.01% of the 13F portfolio, value $1,035,150.

    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 25,386 shares
    Change vs previous 13F +464 shares

    0.01% of the 13F portfolio, value $810,321.

    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 24,922 shares
    Change vs previous 13F -798 shares

    0.01% of the 13F portfolio, value $875,012.

    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 25,720 shares
    Change vs previous 13F +1,500 shares

    0.01% of the 13F portfolio, value $840,272.

    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 24,220 shares
    Change vs previous 13F -10,076 shares

    0.01% of the 13F portfolio, value $759,055.

    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 34,296 shares
    Change vs previous 13F -358 shares

    0.01% of the 13F portfolio, value $1,058,508.

    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 34,654 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $993,357.

    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).