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Atria Wealth Solutions, Inc.: JAVA position timeline

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

Atria Wealth Solutions, Inc. held 29,469 JAVA 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 29,469 shares
    Change vs previous 13F -3,823 shares

    0.04% of the 13F portfolio, value $1,931,251.

    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 33,292 shares
    Change vs previous 13F +11,275 shares

    0.03% of the 13F portfolio, value $2,115,412.

    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 22,017 shares
    Change vs previous 13F +3,995 shares

    0.02% of the 13F portfolio, value $1,393,726.

    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 18,022 shares
    Change vs previous 13F +480 shares

    0.01% of the 13F portfolio, value $1,154,651.

    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 17,542 shares
    Change vs previous 13F -153 shares

    0.01% of the 13F portfolio, value $1,039,527.

    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 17,695 shares
    Change vs previous 13F -100 shares

    0.01% of the 13F portfolio, value $1,059,741.

    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 17,795 shares
    Change vs previous 13F +3,844 shares

    0.01% of the 13F portfolio, value $989,752.

    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 13,951 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $715,104.

    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).