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Disclosery

Atria Wealth Solutions, Inc.: HWM position timeline

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

Atria Wealth Solutions, Inc. held 16,669 HWM 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 16,669 shares
    Change vs previous 13F +9,110 shares

    0.07% of the 13F portfolio, value $3,036,356.

    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 7,559 shares
    Change vs previous 13F +5,250 shares

    0.01% of the 13F portfolio, value $980,598.

    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 2,309 shares
    Change vs previous 13F -242 shares

    <0.01% of the 13F portfolio, value $252,535.

    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 2,551 shares
    Change vs previous 13F -54 shares

    <0.01% of the 13F portfolio, value $255,738.

    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 2,605 shares
    Change vs previous 13F -389 shares

    <0.01% of the 13F portfolio, value $202,226.

    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 2,994 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $204,855.

    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).