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Disclosery

Atria Wealth Solutions, Inc.: GWW position timeline

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

Atria Wealth Solutions, Inc. held 326 GWW 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 326 shares
    Change vs previous 13F -2,387 shares

    0.01% of the 13F portfolio, value $340,492.

    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 2,713 shares
    Change vs previous 13F -140 shares

    0.03% of the 13F portfolio, value $2,680,020.

    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 2,853 shares
    Change vs previous 13F +57 shares

    0.03% of the 13F portfolio, value $3,007,413.

    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 2,796 shares
    Change vs previous 13F +22 shares

    0.03% of the 13F portfolio, value $2,904,623.

    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 2,774 shares
    Change vs previous 13F -560 shares

    0.03% of the 13F portfolio, value $2,502,496.

    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 3,334 shares
    Change vs previous 13F +156 shares

    0.04% of the 13F portfolio, value $3,392,226.

    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 3,178 shares
    Change vs previous 13F +18 shares

    0.03% of the 13F portfolio, value $2,633,147.

    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 3,160 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,186,552.

    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).