Skip to content
Disclosery

Atria Wealth Solutions, Inc.: GUT position timeline

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

Atria Wealth Solutions, Inc. held 67,917 GUT 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 67,917 shares
    Change vs previous 13F -26,450 shares

    0.01% of the 13F portfolio, value $393,919.

    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 94,367 shares
    Change vs previous 13F -29,383 shares

    0.01% of the 13F portfolio, value $503,920.

    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 123,750 shares
    Change vs previous 13F -5,621 shares

    0.01% of the 13F portfolio, value $622,462.

    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 129,371 shares
    Change vs previous 13F +18,134 shares

    0.01% of the 13F portfolio, value $672,728.

    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 111,237 shares
    Change vs previous 13F -72,585 shares

    0.01% of the 13F portfolio, value $658,566.

    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 183,822 shares
    Change vs previous 13F +28,818 shares

    0.01% of the 13F portfolio, value $1,020,213.

    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 155,004 shares
    Change vs previous 13F +22,843 shares

    0.01% of the 13F portfolio, value $840,123.

    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 132,161 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $700,455.

    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).