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Disclosery

Atria Wealth Solutions, Inc.: HTGC position timeline

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

Atria Wealth Solutions, Inc. held 22,726 HTGC 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 22,726 shares
    Change vs previous 13F -215,680 shares

    0.01% of the 13F portfolio, value $415,431.

    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 238,406 shares
    Change vs previous 13F -15,022 shares

    0.06% of the 13F portfolio, value $4,579,782.

    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 253,428 shares
    Change vs previous 13F +270 shares

    0.06% of the 13F portfolio, value $5,091,378.

    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 253,158 shares
    Change vs previous 13F -4,654 shares

    0.05% of the 13F portfolio, value $4,972,028.

    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 257,812 shares
    Change vs previous 13F -20,177 shares

    0.06% of the 13F portfolio, value $5,272,258.

    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 277,989 shares
    Change vs previous 13F -6,184 shares

    0.06% of the 13F portfolio, value $5,128,896.

    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 284,173 shares
    Change vs previous 13F -13,456 shares

    0.06% of the 13F portfolio, value $4,737,165.

    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 297,629 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $4,887,071.

    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).