Skip to content
Disclosery

Atria Wealth Solutions, Inc.: IR position timeline

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

Atria Wealth Solutions, Inc. held 6,746 IR 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 6,746 shares
    Change vs previous 13F -146 shares

    0.01% of the 13F portfolio, value $561,112.

    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 6,892 shares
    Change vs previous 13F -4,067 shares

    0.01% of the 13F portfolio, value $551,542.

    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 10,959 shares
    Change vs previous 13F +4,197 shares

    0.01% of the 13F portfolio, value $991,352.

    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 6,762 shares
    Change vs previous 13F -2,259 shares

    0.01% of the 13F portfolio, value $663,780.

    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 9,021 shares
    Change vs previous 13F -389 shares

    0.01% of the 13F portfolio, value $819,510.

    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 9,410 shares
    Change vs previous 13F +851 shares

    0.01% of the 13F portfolio, value $893,497.

    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 8,559 shares
    Change vs previous 13F +2,756 shares

    0.01% of the 13F portfolio, value $661,975.

    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 5,803 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $369,802.

    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).