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Atria Wealth Solutions, Inc.: GOF position timeline

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

Atria Wealth Solutions, Inc. held 60,747 GOF 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 60,747 shares
    Change vs previous 13F -196,919 shares

    0.02% of the 13F portfolio, value $904,523.

    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 257,666 shares
    Change vs previous 13F +152,722 shares

    0.05% of the 13F portfolio, value $4,013,002.

    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 104,944 shares
    Change vs previous 13F +3,468 shares

    0.02% of the 13F portfolio, value $1,601,443.

    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 101,476 shares
    Change vs previous 13F +912 shares

    0.02% of the 13F portfolio, value $1,599,266.

    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 100,564 shares
    Change vs previous 13F -302,973 shares

    0.02% of the 13F portfolio, value $1,501,437.

    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 403,537 shares
    Change vs previous 13F +15,255 shares

    0.07% of the 13F portfolio, value $5,792,116.

    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 388,282 shares
    Change vs previous 13F +25,894 shares

    0.06% of the 13F portfolio, value $4,970,118.

    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 362,388 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $5,359,832.

    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).