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Atria Wealth Solutions, Inc.: JEPQ position timeline

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

Atria Wealth Solutions, Inc. held 332,834 JEPQ 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 332,834 shares
    Change vs previous 13F -275,325 shares

    0.41% of the 13F portfolio, value $18,071,033.

    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 608,159 shares
    Change vs previous 13F +128,145 shares

    0.38% of the 13F portfolio, value $31,490,446.

    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 480,014 shares
    Change vs previous 13F +58,470 shares

    0.3% of the 13F portfolio, value $27,134,576.

    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 421,544 shares
    Change vs previous 13F +68,057 shares

    0.25% of the 13F portfolio, value $23,155,408.

    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 353,487 shares
    Change vs previous 13F +28,132 shares

    0.22% of the 13F portfolio, value $19,618,534.

    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 325,355 shares
    Change vs previous 13F +67,013 shares

    0.2% of the 13F portfolio, value $17,647,286.

    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 258,342 shares
    Change vs previous 13F +49,021 shares

    0.16% of the 13F portfolio, value $12,918,615.

    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 209,321 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $9,823,469.

    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).