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Atria Wealth Solutions, Inc.: GHY position timeline

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

Atria Wealth Solutions, Inc. held 34,426 GHY 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 34,426 shares
    Change vs previous 13F +1,664 shares

    0.01% of the 13F portfolio, value $463,113.

    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 32,762 shares
    Change vs previous 13F +10,426 shares

    0.01% of the 13F portfolio, value $439,666.

    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 22,336 shares
    Change vs previous 13F +983 shares

    <0.01% of the 13F portfolio, value $276,858.

    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 21,353 shares
    Change vs previous 13F -218 shares

    <0.01% of the 13F portfolio, value $272,891.

    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 21,571 shares
    Change vs previous 13F +546 shares

    <0.01% of the 13F portfolio, value $256,263.

    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 21,025 shares
    Change vs previous 13F -612 shares

    <0.01% of the 13F portfolio, value $251,459.

    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 21,637 shares
    Change vs previous 13F +1,245 shares

    <0.01% of the 13F portfolio, value $247,377.

    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 20,392 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $219,826.

    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).