Skip to content
Disclosery

Atria Wealth Solutions, Inc.: HPQ position timeline

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

Atria Wealth Solutions, Inc. held 33,864 HPQ 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 33,864 shares
    Change vs previous 13F -2,470 shares

    0.02% of the 13F portfolio, value $851,950.

    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 36,334 shares
    Change vs previous 13F -16,963 shares

    0.01% of the 13F portfolio, value $1,011,814.

    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 53,297 shares
    Change vs previous 13F +14,115 shares

    0.02% of the 13F portfolio, value $1,745,919.

    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 39,182 shares
    Change vs previous 13F +3,456 shares

    0.02% of the 13F portfolio, value $1,412,141.

    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 35,726 shares
    Change vs previous 13F +14,311 shares

    0.01% of the 13F portfolio, value $1,257,422.

    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 21,415 shares
    Change vs previous 13F -7,903 shares

    0.01% of the 13F portfolio, value $653,031.

    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 29,318 shares
    Change vs previous 13F +2,086 shares

    0.01% of the 13F portfolio, value $887,118.

    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 27,232 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $704,774.

    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).