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Atria Wealth Solutions, Inc.: HEFA position timeline

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

Atria Wealth Solutions, Inc. held 140,398 HEFA 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 140,398 shares
    Change vs previous 13F -158,627 shares

    0.12% of the 13F portfolio, value $5,320,520.

    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 299,025 shares
    Change vs previous 13F +155,032 shares

    0.13% of the 13F portfolio, value $10,851,604.

    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 143,993 shares
    Change vs previous 13F -11,241 shares

    0.05% of the 13F portfolio, value $5,003,724.

    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 155,234 shares
    Change vs previous 13F -155,260 shares

    0.06% of the 13F portfolio, value $5,498,377.

    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 310,494 shares
    Change vs previous 13F -53,620 shares

    0.12% of the 13F portfolio, value $11,039,632.

    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 364,114 shares
    Change vs previous 13F +253,940 shares

    0.14% of the 13F portfolio, value $12,700,330.

    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 110,174 shares
    Change vs previous 13F -6,531 shares

    0.04% of the 13F portfolio, value $3,471,610.

    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 116,705 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $3,512,830.

    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).