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Disclosery

Atria Wealth Solutions, Inc.: JNK position timeline

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

Atria Wealth Solutions, Inc. held 16,098 JNK 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 16,098 shares
    Change vs previous 13F -34,502 shares

    0.04% of the 13F portfolio, value $1,565,063.

    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 50,600 shares
    Change vs previous 13F -13,039 shares

    0.06% of the 13F portfolio, value $4,822,136.

    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 63,639 shares
    Change vs previous 13F +22,355 shares

    0.07% of the 13F portfolio, value $6,075,507.

    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 41,284 shares
    Change vs previous 13F -7,093 shares

    0.04% of the 13F portfolio, value $4,037,196.

    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 48,377 shares
    Change vs previous 13F +4,699 shares

    0.05% of the 13F portfolio, value $4,560,629.

    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 43,678 shares
    Change vs previous 13F +1,197 shares

    0.05% of the 13F portfolio, value $4,158,152.

    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 42,481 shares
    Change vs previous 13F -72,140 shares

    0.05% of the 13F portfolio, value $4,024,246.

    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 114,621 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $10,361,662.

    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).