Skip to content

Atria Wealth Solutions, Inc.: GOOG position timeline

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

Atria Wealth Solutions, Inc. held 89,025 GOOG 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 89,025 shares
    Change vs previous 13F -148,711 shares

    0.36% of the 13F portfolio, value $15,841,741.

    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 237,736 shares
    Change vs previous 13F -11,960 shares

    0.45% of the 13F portfolio, value $37,141,556.

    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 249,696 shares
    Change vs previous 13F -43,177 shares

    0.52% of the 13F portfolio, value $47,552,171.

    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 292,873 shares
    Change vs previous 13F -21,552 shares

    0.53% of the 13F portfolio, value $48,965,341.

    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 314,425 shares
    Change vs previous 13F -15,761 shares

    0.64% of the 13F portfolio, value $57,671,814.

    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 330,186 shares
    Change vs previous 13F -4,856 shares

    0.57% of the 13F portfolio, value $50,274,062.

    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 335,042 shares
    Change vs previous 13F +12,825 shares

    0.59% of the 13F portfolio, value $47,217,390.

    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 322,217 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $42,484,389.

    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).