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Atria Wealth Solutions, Inc.: HEI position timeline

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

Atria Wealth Solutions, Inc. held 13,283 HEI 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 13,283 shares
    Change vs previous 13F -768 shares

    0.1% of the 13F portfolio, value $4,324,107.

    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 14,051 shares
    Change vs previous 13F +537 shares

    0.05% of the 13F portfolio, value $3,754,287.

    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 13,514 shares
    Change vs previous 13F -105 shares

    0.04% of the 13F portfolio, value $3,212,829.

    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 13,619 shares
    Change vs previous 13F -573 shares

    0.04% of the 13F portfolio, value $3,561,108.

    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 14,192 shares
    Change vs previous 13F +71 shares

    0.04% of the 13F portfolio, value $3,173,473.

    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 14,121 shares
    Change vs previous 13F -154 shares

    0.03% of the 13F portfolio, value $2,697,111.

    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 14,275 shares
    Change vs previous 13F +4 shares

    0.03% of the 13F portfolio, value $2,553,359.

    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 14,271 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,310,893.

    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).