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Atria Wealth Solutions, Inc.: JHMM position timeline

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

Atria Wealth Solutions, Inc. held 87,275 JHMM 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 87,275 shares
    Change vs previous 13F +21,954 shares

    0.12% of the 13F portfolio, value $5,432,384.

    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 65,321 shares
    Change vs previous 13F +1,819 shares

    0.05% of the 13F portfolio, value $3,742,903.

    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 63,502 shares
    Change vs previous 13F -30,537 shares

    0.04% of the 13F portfolio, value $3,792,934.

    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 94,039 shares
    Change vs previous 13F +4,273 shares

    0.06% of the 13F portfolio, value $5,661,145.

    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 89,766 shares
    Change vs previous 13F +1,863 shares

    0.05% of the 13F portfolio, value $4,940,718.

    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 87,903 shares
    Change vs previous 13F -2,814 shares

    0.06% of the 13F portfolio, value $5,043,862.

    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 90,717 shares
    Change vs previous 13F +14,469 shares

    0.06% of the 13F portfolio, value $4,777,132.

    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 76,248 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $3,608,032.

    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).