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Disclosery

Atria Wealth Solutions, Inc.: IBD position timeline

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

Atria Wealth Solutions, Inc. held 12,544 IBD 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 12,544 shares
    Change vs previous 13F -2,664 shares

    0.01% of the 13F portfolio, value $301,830.

    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 15,208 shares
    Change vs previous 13F +5,397 shares

    <0.01% of the 13F portfolio, value $361,855.

    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 9,811 shares
    Change vs previous 13F +227 shares

    <0.01% of the 13F portfolio, value $229,963.

    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 9,584 shares
    Change vs previous 13F +991 shares

    <0.01% of the 13F portfolio, value $231,506.

    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 8,593 shares
    Change vs previous 13F -36,743 shares

    <0.01% of the 13F portfolio, value $201,005.

    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 45,336 shares
    Change vs previous 13F +1,276 shares

    0.01% of the 13F portfolio, value $1,068,247.

    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 44,060 shares
    Change vs previous 13F -661 shares

    0.01% of the 13F portfolio, value $1,039,383.

    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 44,721 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,015,232.

    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).