Skip to content
Disclosery

Atria Wealth Solutions, Inc.: GSY position timeline

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

Atria Wealth Solutions, Inc. held 580,333 GSY 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 580,333 shares
    Change vs previous 13F -451,349 shares

    0.66% of the 13F portfolio, value $29,098,132.

    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 1,031,682 shares
    Change vs previous 13F +247,257 shares

    0.62% of the 13F portfolio, value $51,707,882.

    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 784,425 shares
    Change vs previous 13F +415,527 shares

    0.43% of the 13F portfolio, value $39,307,542.

    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 368,898 shares
    Change vs previous 13F -61,118 shares

    0.2% of the 13F portfolio, value $18,511,316.

    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 430,016 shares
    Change vs previous 13F -43,369 shares

    0.24% of the 13F portfolio, value $21,457,812.

    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 473,385 shares
    Change vs previous 13F -339,343 shares

    0.27% of the 13F portfolio, value $23,617,187.

    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 812,728 shares
    Change vs previous 13F -23,551 shares

    0.51% of the 13F portfolio, value $40,539,003.

    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 836,279 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $41,563,070.

    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).