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Atria Wealth Solutions, Inc.: GOVT position timeline

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

Atria Wealth Solutions, Inc. held 258,256 GOVT 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 258,256 shares
    Change vs previous 13F +56,629 shares

    0.13% of the 13F portfolio, value $5,902,329.

    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 201,627 shares
    Change vs previous 13F -86,094 shares

    0.06% of the 13F portfolio, value $4,634,404.

    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 287,721 shares
    Change vs previous 13F -34,431 shares

    0.07% of the 13F portfolio, value $6,611,820.

    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 322,152 shares
    Change vs previous 13F +8,053 shares

    0.08% of the 13F portfolio, value $7,554,462.

    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 314,099 shares
    Change vs previous 13F +128,672 shares

    0.08% of the 13F portfolio, value $7,089,187.

    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 185,427 shares
    Change vs previous 13F +7,421 shares

    0.05% of the 13F portfolio, value $4,222,156.

    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 178,006 shares
    Change vs previous 13F -153,504 shares

    0.05% of the 13F portfolio, value $4,101,246.

    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 331,510 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $7,306,477.

    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).