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Atria Wealth Solutions, Inc.: GJUN position timeline

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

Atria Wealth Solutions, Inc. held 12,668 GJUN 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 12,668 shares
    Change vs previous 13F -27,139 shares

    0.01% of the 13F portfolio, value $478,090.

    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 39,807 shares
    Change vs previous 13F +6,574 shares

    0.02% of the 13F portfolio, value $1,400,012.

    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 33,233 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $1,196,388.

    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 33,233 shares
    Change vs previous 13F +8,084 shares

    0.01% of the 13F portfolio, value $1,177,113.

    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 25,149 shares
    Change vs previous 13F +1,354 shares

    0.01% of the 13F portfolio, value $857,832.

    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 23,795 shares
    Change vs previous 13F +6,138 shares

    0.01% of the 13F portfolio, value $793,802.

    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 17,657 shares
    Change vs previous 13F -6,991 shares

    0.01% of the 13F portfolio, value $561,351.

    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 24,648 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $730,320.

    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).