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Disclosery

Atria Wealth Solutions, Inc.: GIS position timeline

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

Atria Wealth Solutions, Inc. held 28,086 GIS 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 28,086 shares
    Change vs previous 13F -3,709 shares

    0.03% of the 13F portfolio, value $1,455,114.

    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 31,795 shares
    Change vs previous 13F -1,881 shares

    0.02% of the 13F portfolio, value $1,901,006.

    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 33,676 shares
    Change vs previous 13F -708 shares

    0.02% of the 13F portfolio, value $2,147,508.

    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 34,384 shares
    Change vs previous 13F -13,284 shares

    0.03% of the 13F portfolio, value $2,539,269.

    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 47,668 shares
    Change vs previous 13F -405 shares

    0.03% of the 13F portfolio, value $3,015,481.

    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 48,073 shares
    Change vs previous 13F -3,204 shares

    0.04% of the 13F portfolio, value $3,363,708.

    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 51,277 shares
    Change vs previous 13F -3,575 shares

    0.04% of the 13F portfolio, value $3,340,248.

    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 54,852 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $3,510,025.

    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).