Skip to content
Disclosery

Atria Wealth Solutions, Inc.: JAAA position timeline

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

Atria Wealth Solutions, Inc. held 121,021 JAAA 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 121,021 shares
    Change vs previous 13F -272,987 shares

    0.14% of the 13F portfolio, value $6,134,239.

    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 394,008 shares
    Change vs previous 13F +112,527 shares

    0.24% of the 13F portfolio, value $19,980,160.

    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 281,481 shares
    Change vs previous 13F +31,218 shares

    0.16% of the 13F portfolio, value $14,273,927.

    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 250,263 shares
    Change vs previous 13F +61,840 shares

    0.14% of the 13F portfolio, value $12,733,308.

    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 188,423 shares
    Change vs previous 13F +132,505 shares

    0.11% of the 13F portfolio, value $9,587,018.

    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 55,918 shares
    Change vs previous 13F +16,203 shares

    0.03% of the 13F portfolio, value $2,837,290.

    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 39,715 shares
    Change vs previous 13F +10,417 shares

    0.03% of the 13F portfolio, value $1,997,677.

    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 29,298 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,474,546.

    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).