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Disclosery

Atria Wealth Solutions, Inc.: HEDJ position timeline

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

Atria Wealth Solutions, Inc. held 5,419 HEDJ 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 5,419 shares
    Change vs previous 13F -7,759 shares

    0.01% of the 13F portfolio, value $262,682.

    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 13,178 shares
    Change vs previous 13F -552 shares

    0.01% of the 13F portfolio, value $625,655.

    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 13,730 shares
    Change vs previous 13F -1,515 shares

    0.01% of the 13F portfolio, value $600,371.

    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 15,245 shares
    Change vs previous 13F -5,496 shares

    0.01% of the 13F portfolio, value $684,504.

    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 20,741 shares
    Change vs previous 13F +156 shares

    0.01% of the 13F portfolio, value $937,711.

    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 20,585 shares
    Change vs previous 13F +4,495 shares

    0.01% of the 13F portfolio, value $994,225.

    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 16,090 shares
    Change vs previous 13F -1,633 shares

    0.01% of the 13F portfolio, value $689,437.

    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 17,723 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $700,047.

    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).