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Disclosery

Atria Wealth Solutions, Inc.: HTRB position timeline

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

Atria Wealth Solutions, Inc. held 17,210 HTRB 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 17,210 shares
    Change vs previous 13F -12,067 shares

    0.01% of the 13F portfolio, value $584,926.

    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 29,277 shares
    Change vs previous 13F -28,700 shares

    0.01% of the 13F portfolio, value $994,948.

    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 57,977 shares
    Change vs previous 13F -41,955 shares

    0.02% of the 13F portfolio, value $1,943,688.

    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 99,932 shares
    Change vs previous 13F -2,090 shares

    0.04% of the 13F portfolio, value $3,504,576.

    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 102,022 shares
    Change vs previous 13F +8,347 shares

    0.04% of the 13F portfolio, value $3,428,280.

    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 93,675 shares
    Change vs previous 13F -3,215 shares

    0.04% of the 13F portfolio, value $3,171,297.

    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 96,890 shares
    Change vs previous 13F +5,580 shares

    0.04% of the 13F portfolio, value $3,311,402.

    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 91,310 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,939,657.

    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).