Skip to content
Disclosery

Atria Wealth Solutions, Inc.: JANT position timeline

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

Atria Wealth Solutions, Inc. held 21,865 JANT 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 21,865 shares
    Change vs previous 13F -693 shares

    0.02% of the 13F portfolio, value $826,123.

    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 22,558 shares
    Change vs previous 13F -5,194 shares

    0.01% of the 13F portfolio, value $792,846.

    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 27,752 shares
    Change vs previous 13F -1,943 shares

    0.01% of the 13F portfolio, value $1,001,220.

    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 29,695 shares
    Change vs previous 13F -23,664 shares

    0.01% of the 13F portfolio, value $1,042,633.

    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 53,359 shares
    Change vs previous 13F -1,251 shares

    0.02% of the 13F portfolio, value $1,816,645.

    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 54,610 shares
    Change vs previous 13F +41,559 shares

    0.02% of the 13F portfolio, value $1,801,027.

    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 13,051 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $405,876.

    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).