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Disclosery

Atria Wealth Solutions, Inc.: GM position timeline

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

Atria Wealth Solutions, Inc. held 5,687 GM 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 5,687 shares
    Change vs previous 13F -46,902 shares

    0.01% of the 13F portfolio, value $279,873.

    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 52,589 shares
    Change vs previous 13F -14,349 shares

    0.03% of the 13F portfolio, value $2,473,302.

    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 66,938 shares
    Change vs previous 13F +14,098 shares

    0.04% of the 13F portfolio, value $3,565,777.

    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 52,840 shares
    Change vs previous 13F -39,184 shares

    0.03% of the 13F portfolio, value $2,369,395.

    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 92,024 shares
    Change vs previous 13F -9,492 shares

    0.05% of the 13F portfolio, value $4,275,441.

    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 101,516 shares
    Change vs previous 13F -1,402 shares

    0.05% of the 13F portfolio, value $4,603,750.

    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 102,918 shares
    Change vs previous 13F -9,166 shares

    0.05% of the 13F portfolio, value $3,696,839.

    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 112,084 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $3,695,400.

    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).