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Disclosery

Atria Wealth Solutions, Inc.: IP position timeline

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

Atria Wealth Solutions, Inc. held 5,024 IP 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 5,024 shares
    Change vs previous 13F -15,116 shares

    0.01% of the 13F portfolio, value $235,279.

    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 20,140 shares
    Change vs previous 13F -7,421 shares

    0.01% of the 13F portfolio, value $1,074,431.

    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 27,561 shares
    Change vs previous 13F +6,670 shares

    0.02% of the 13F portfolio, value $1,483,296.

    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 20,891 shares
    Change vs previous 13F -617 shares

    0.01% of the 13F portfolio, value $1,020,491.

    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 21,508 shares
    Change vs previous 13F -116 shares

    0.01% of the 13F portfolio, value $928,053.

    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 21,624 shares
    Change vs previous 13F +1,248 shares

    0.01% of the 13F portfolio, value $843,735.

    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 20,376 shares
    Change vs previous 13F -1,915 shares

    0.01% of the 13F portfolio, value $736,580.

    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 22,291 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $790,629.

    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).