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Atria Wealth Solutions, Inc.: GSUS position timeline

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

Atria Wealth Solutions, Inc. held 50,297 GSUS 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 50,297 shares
    Change vs previous 13F -71,393 shares

    0.1% of the 13F portfolio, value $4,303,888.

    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 121,690 shares
    Change vs previous 13F +1,641 shares

    0.11% of the 13F portfolio, value $9,357,994.

    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 120,049 shares
    Change vs previous 13F +6,782 shares

    0.11% of the 13F portfolio, value $9,703,570.

    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 113,267 shares
    Change vs previous 13F -5,005 shares

    0.1% of the 13F portfolio, value $8,926,540.

    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 118,272 shares
    Change vs previous 13F +4,720 shares

    0.1% of the 13F portfolio, value $8,841,985.

    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 113,552 shares
    Change vs previous 13F -8,444 shares

    0.09% of the 13F portfolio, value $8,150,790.

    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 121,996 shares
    Change vs previous 13F -2,146 shares

    0.1% of the 13F portfolio, value $8,003,186.

    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 124,142 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $7,272,238.

    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).