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Atria Wealth Solutions, Inc.: HFRO position timeline

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

Atria Wealth Solutions, Inc. held 60,569 HFRO 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 60,569 shares
    Change vs previous 13F +5,440 shares

    0.01% of the 13F portfolio, value $314,959.

    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 55,129 shares
    Change vs previous 13F +12 shares

    <0.01% of the 13F portfolio, value $286,671.

    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 55,117 shares
    Change vs previous 13F +2,772 shares

    <0.01% of the 13F portfolio, value $286,057.

    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 52,345 shares
    Change vs previous 13F +6,395 shares

    <0.01% of the 13F portfolio, value $320,875.

    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 45,950 shares
    Change vs previous 13F +2,214 shares

    <0.01% of the 13F portfolio, value $287,188.

    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 43,736 shares
    Change vs previous 13F +4,478 shares

    <0.01% of the 13F portfolio, value $307,464.

    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 39,258 shares
    Change vs previous 13F +12,933 shares

    <0.01% of the 13F portfolio, value $301,894.

    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 26,325 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $211,653.

    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).