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Disclosery

Atria Wealth Solutions, Inc.: HAS position timeline

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

Atria Wealth Solutions, Inc. held 6,007 HAS 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 6,007 shares
    Change vs previous 13F +1,249 shares

    0.01% of the 13F portfolio, value $443,435.

    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 4,758 shares
    Change vs previous 13F +465 shares

    <0.01% of the 13F portfolio, value $292,568.

    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 4,293 shares
    Change vs previous 13F -675 shares

    <0.01% of the 13F portfolio, value $240,020.

    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 4,968 shares
    Change vs previous 13F +1,156 shares

    <0.01% of the 13F portfolio, value $359,297.

    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 3,812 shares
    Change vs previous 13F -3,883 shares

    <0.01% of the 13F portfolio, value $223,025.

    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 7,695 shares
    Change vs previous 13F +3,584 shares

    <0.01% of the 13F portfolio, value $434,903.

    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 4,111 shares
    Change vs previous 13F +14 shares

    <0.01% of the 13F portfolio, value $209,908.

    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 4,097 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $270,976.

    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).