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Disclosery

Atria Wealth Solutions, Inc.: HOOD position timeline

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

Atria Wealth Solutions, Inc. held 23,143 HOOD 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 23,143 shares
    Change vs previous 13F -20,577 shares

    0.05% of the 13F portfolio, value $2,168,728.

    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 43,720 shares
    Change vs previous 13F +4,546 shares

    0.02% of the 13F portfolio, value $1,819,639.

    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 39,174 shares
    Change vs previous 13F +12,260 shares

    0.02% of the 13F portfolio, value $1,459,635.

    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 26,914 shares
    Change vs previous 13F -8,450 shares

    0.01% of the 13F portfolio, value $630,326.

    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 35,364 shares
    Change vs previous 13F -10,992 shares

    0.01% of the 13F portfolio, value $803,123.

    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 46,356 shares
    Change vs previous 13F -167,907 shares

    0.01% of the 13F portfolio, value $933,146.

    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 214,263 shares
    Change vs previous 13F +10,300 shares

    0.03% of the 13F portfolio, value $2,729,711.

    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 203,963 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,000,877.

    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).