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Disclosery

Atria Wealth Solutions, Inc.: JANW position timeline

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

Atria Wealth Solutions, Inc. held 101,302 JANW 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 101,302 shares
    Change vs previous 13F -3,254 shares

    0.08% of the 13F portfolio, value $3,539,077.

    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 104,556 shares
    Change vs previous 13F +4,972 shares

    0.04% of the 13F portfolio, value $3,472,305.

    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 99,584 shares
    Change vs previous 13F +956 shares

    0.04% of the 13F portfolio, value $3,349,010.

    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 98,628 shares
    Change vs previous 13F -14,131 shares

    0.04% of the 13F portfolio, value $3,248,806.

    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 112,759 shares
    Change vs previous 13F -13,433 shares

    0.04% of the 13F portfolio, value $3,630,840.

    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 126,192 shares
    Change vs previous 13F +43,844 shares

    0.04% of the 13F portfolio, value $3,966,858.

    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 82,348 shares
    Change vs previous 13F -8,942 shares

    0.03% of the 13F portfolio, value $2,495,144.

    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 91,290 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,631,060.

    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).