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Atria Wealth Solutions, Inc.: HEGD position timeline

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

Atria Wealth Solutions, Inc. held 39,787 HEGD 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 39,787 shares
    Change vs previous 13F -59,672 shares

    0.02% of the 13F portfolio, value $935,481.

    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 99,459 shares
    Change vs previous 13F +31,277 shares

    0.03% of the 13F portfolio, value $2,178,152.

    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 68,182 shares
    Change vs previous 13F +31,663 shares

    0.02% of the 13F portfolio, value $1,527,277.

    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 36,519 shares
    Change vs previous 13F +14,441 shares

    0.01% of the 13F portfolio, value $812,913.

    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 22,078 shares
    Change vs previous 13F +3,158 shares

    0.01% of the 13F portfolio, value $469,599.

    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 18,920 shares
    Change vs previous 13F +4,599 shares

    <0.01% of the 13F portfolio, value $392,212.

    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 14,321 shares
    Change vs previous 13F -2,786 shares

    <0.01% of the 13F portfolio, value $280,623.

    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 17,107 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $309,893.

    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).