Atria Wealth Solutions, Inc.: JGRO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Atria Wealth Solutions, Inc. on JGRO, newest first. How the timeline and the estimate are built.
Atria Wealth Solutions, Inc. held 12,849 JGRO shares at 2025-06-30 per its 13F-HR filed 2025-07-25.
the latest 13F is the newest step
- period ended2025-06-3013F 12,849 sharesChange vs previous 13F -14,003 shares
0.03% of the 13F portfolio, value $1,105,913.
13F-HR 0001420506-25-001582 filed by Atria Wealth Solutions, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 26,852 sharesChange vs previous 13F +3,759 shares
0.02% of the 13F portfolio, value $1,981,409.
13F-HR 0001420506-25-000956 filed by Atria Wealth Solutions, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 23,093 sharesChange vs previous 13F +1,851 shares
0.02% of the 13F portfolio, value $1,871,226.
13F-HR 0001420506-25-000086 filed by Atria Wealth Solutions, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 21,242 sharesChange vs previous 13F +9,491 shares
0.02% of the 13F portfolio, value $1,633,085.
13F-HR 0001420506-24-002255 filed by Atria Wealth Solutions, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-06-3013F 11,751 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $883,088.
13F-HR 0001420506-24-001135 filed by Atria Wealth Solutions, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).