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Disclosery

Atria Wealth Solutions, Inc.: HLN position timeline

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

Atria Wealth Solutions, Inc. held 44,387 HLN 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 44,387 shares
    Change vs previous 13F -510 shares

    0.01% of the 13F portfolio, value $460,137.

    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 44,897 shares
    Change vs previous 13F -2,971 shares

    0.01% of the 13F portfolio, value $461,983.

    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 47,868 shares
    Change vs previous 13F +2,758 shares

    0.01% of the 13F portfolio, value $456,655.

    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 45,110 shares
    Change vs previous 13F -3,157 shares

    0.01% of the 13F portfolio, value $477,264.

    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 48,267 shares
    Change vs previous 13F -9,420 shares

    <0.01% of the 13F portfolio, value $398,688.

    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 57,687 shares
    Change vs previous 13F +33,636 shares

    0.01% of the 13F portfolio, value $493,197.

    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 24,051 shares
    Change vs previous 13F +992 shares

    <0.01% of the 13F portfolio, value $197,938.

    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 23,059 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $192,579.

    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).