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Atria Wealth Solutions, Inc.: GHYB position timeline

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

Atria Wealth Solutions, Inc. held 49,354 GHYB 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 49,354 shares
    Change vs previous 13F -13,730 shares

    0.05% of the 13F portfolio, value $2,239,191.

    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 63,084 shares
    Change vs previous 13F +1,026 shares

    0.03% of the 13F portfolio, value $2,809,939.

    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 62,058 shares
    Change vs previous 13F -57 shares

    0.03% of the 13F portfolio, value $2,761,515.

    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 62,115 shares
    Change vs previous 13F -2,485 shares

    0.03% of the 13F portfolio, value $2,836,047.

    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 64,600 shares
    Change vs previous 13F -2,013 shares

    0.03% of the 13F portfolio, value $2,842,729.

    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 66,613 shares
    Change vs previous 13F +7,808 shares

    0.03% of the 13F portfolio, value $2,946,293.

    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 58,805 shares
    Change vs previous 13F +1,765 shares

    0.03% of the 13F portfolio, value $2,592,748.

    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 57,040 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,401,179.

    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).