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Atria Wealth Solutions, Inc.: GOVI position timeline

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

Atria Wealth Solutions, Inc. held 31,721 GOVI 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 31,721 shares
    Change vs previous 13F +6,973 shares

    0.02% of the 13F portfolio, value $871,378.

    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 24,748 shares
    Change vs previous 13F +339 shares

    0.01% of the 13F portfolio, value $688,489.

    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 24,409 shares
    Change vs previous 13F -10,016 shares

    0.01% of the 13F portfolio, value $659,775.

    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 34,425 shares
    Change vs previous 13F -13,696 shares

    0.01% of the 13F portfolio, value $1,001,079.

    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 48,121 shares
    Change vs previous 13F -4,967 shares

    0.01% of the 13F portfolio, value $1,327,660.

    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 53,088 shares
    Change vs previous 13F +32,886 shares

    0.02% of the 13F portfolio, value $1,490,723.

    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 20,202 shares
    Change vs previous 13F +3,895 shares

    0.01% of the 13F portfolio, value $582,424.

    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 16,307 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $437,191.

    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).