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Disclosery

Atria Wealth Solutions, Inc.: GLDM position timeline

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

Atria Wealth Solutions, Inc. held 75,332 GLDM 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 75,332 shares
    Change vs previous 13F -45,589 shares

    0.11% of the 13F portfolio, value $5,074,082.

    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 120,921 shares
    Change vs previous 13F +1,850 shares

    0.09% of the 13F portfolio, value $7,483,800.

    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 119,071 shares
    Change vs previous 13F +22,752 shares

    0.07% of the 13F portfolio, value $6,190,501.

    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 96,319 shares
    Change vs previous 13F +14,874 shares

    0.05% of the 13F portfolio, value $5,021,110.

    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 81,445 shares
    Change vs previous 13F +14,596 shares

    0.04% of the 13F portfolio, value $3,753,800.

    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 66,849 shares
    Change vs previous 13F +5,554 shares

    0.03% of the 13F portfolio, value $2,944,698.

    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 61,295 shares
    Change vs previous 13F +54,740 shares

    0.03% of the 13F portfolio, value $2,507,579.

    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 6,555 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $240,306.

    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).