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Disclosery

Atria Wealth Solutions, Inc.: HEI-A position timeline

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

Atria Wealth Solutions, Inc. held 8,637 HEI-A 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 8,637 shares
    Change vs previous 13F -64 shares

    0.05% of the 13F portfolio, value $2,198,206.

    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 8,701 shares
    Change vs previous 13F +1,123 shares

    0.02% of the 13F portfolio, value $1,835,650.

    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 7,578 shares
    Change vs previous 13F -10 shares

    0.02% of the 13F portfolio, value $1,410,114.

    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 7,588 shares
    Change vs previous 13F -35 shares

    0.02% of the 13F portfolio, value $1,546,131.

    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 7,623 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $1,353,235.

    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 7,623 shares
    Change vs previous 13F +42 shares

    0.01% of the 13F portfolio, value $1,173,485.

    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 7,581 shares
    Change vs previous 13F -1 shares

    0.01% of the 13F portfolio, value $1,079,838.

    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 7,582 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $979,746.

    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).