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Atria Wealth Solutions, Inc.: JMBS position timeline

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

Atria Wealth Solutions, Inc. held 8,550 JMBS 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 8,550 shares
    Change vs previous 13F -34,760 shares

    0.01% of the 13F portfolio, value $385,178.

    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 43,310 shares
    Change vs previous 13F +6,705 shares

    0.02% of the 13F portfolio, value $1,957,612.

    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 36,605 shares
    Change vs previous 13F +1,271 shares

    0.02% of the 13F portfolio, value $1,617,209.

    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 35,334 shares
    Change vs previous 13F +2,327 shares

    0.02% of the 13F portfolio, value $1,648,331.

    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 33,007 shares
    Change vs previous 13F +1,683 shares

    0.02% of the 13F portfolio, value $1,473,762.

    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 31,324 shares
    Change vs previous 13F +1,409 shares

    0.02% of the 13F portfolio, value $1,412,712.

    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 29,915 shares
    Change vs previous 13F +11,323 shares

    0.02% of the 13F portfolio, value $1,374,295.

    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 18,592 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $806,893.

    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).