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Atria Wealth Solutions, Inc.: HCMT position timeline

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

Atria Wealth Solutions, Inc. held 13,641 HCMT 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 13,641 shares
    Change vs previous 13F -31,613 shares

    0.01% of the 13F portfolio, value $445,182.

    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 45,254 shares
    Change vs previous 13F -79,981 shares

    0.02% of the 13F portfolio, value $1,370,014.

    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 125,235 shares
    Change vs previous 13F +92,598 shares

    0.05% of the 13F portfolio, value $4,519,313.

    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 32,637 shares
    Change vs previous 13F +2,258 shares

    0.01% of the 13F portfolio, value $1,152,482.

    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 30,379 shares
    Change vs previous 13F -150 shares

    0.01% of the 13F portfolio, value $1,036,301.

    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 30,529 shares
    Change vs previous 13F +768 shares

    0.01% of the 13F portfolio, value $944,567.

    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 29,761 shares
    Change vs previous 13F +14,188 shares

    0.01% of the 13F portfolio, value $792,535.

    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 15,573 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $370,081.

    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).