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Atria Wealth Solutions, Inc.: HPF position timeline

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

Atria Wealth Solutions, Inc. held 18,947 HPF 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 18,947 shares
    Change vs previous 13F +2,140 shares

    0.01% of the 13F portfolio, value $300,825.

    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 16,807 shares
    Change vs previous 13F -200 shares

    <0.01% of the 13F portfolio, value $279,332.

    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 17,007 shares
    Change vs previous 13F -831 shares

    <0.01% of the 13F portfolio, value $281,466.

    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 17,838 shares
    Change vs previous 13F -18 shares

    <0.01% of the 13F portfolio, value $332,679.

    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 17,856 shares
    Change vs previous 13F +2,098 shares

    <0.01% of the 13F portfolio, value $303,016.

    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 15,758 shares
    Change vs previous 13F -987 shares

    <0.01% of the 13F portfolio, value $260,480.

    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 16,745 shares
    Change vs previous 13F +1,302 shares

    <0.01% of the 13F portfolio, value $264,236.

    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 15,443 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $223,460.

    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).