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Atria Wealth Solutions, Inc.: GWX position timeline

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

Atria Wealth Solutions, Inc. held 6,064 GWX 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 6,064 shares
    Change vs previous 13F -625 shares

    0.01% of the 13F portfolio, value $225,460.

    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 6,689 shares
    Change vs previous 13F -44,318 shares

    <0.01% of the 13F portfolio, value $213,780.

    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 51,007 shares
    Change vs previous 13F -5,597 shares

    0.02% of the 13F portfolio, value $1,580,446.

    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 56,604 shares
    Change vs previous 13F +210 shares

    0.02% of the 13F portfolio, value $1,931,894.

    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 56,394 shares
    Change vs previous 13F +40,681 shares

    0.02% of the 13F portfolio, value $1,789,946.

    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 15,713 shares
    Change vs previous 13F -221 shares

    0.01% of the 13F portfolio, value $510,358.

    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 15,934 shares
    Change vs previous 13F +7,635 shares

    0.01% of the 13F portfolio, value $506,064.

    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 8,299 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $241,833.

    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).