Atria Wealth Solutions, Inc.: JOET position timeline

Atria Wealth Solutions, Inc. held 0 JOET shares at 2025-03-31 per its 13F-HR filed 2025-05-09.

the latest 13F is the newest step

1. period ended2025-03-31

   13F 0 shares

   Change vs previous 13F -5,336 shares

   13F-HR 0001420506-25-000956 filed by Atria Wealth Solutions, Inc.
   Filed 2025-05-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

2. period ended2024-12-31

   13F 5,336 shares

   Change vs previous 13F +5,336 shares

   <0.01% of the 13F portfolio, value $201,594.

   13F-HR 0001420506-25-000086 filed by Atria Wealth Solutions, Inc.
   Filed 2025-01-31 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2024-09-30

   13F 0 shares

   Change vs previous 13F -7,594 shares

   13F-HR 0001420506-24-002255 filed by Atria Wealth Solutions, Inc.
   Filed 2024-11-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

4. period ended2024-06-30

   13F 7,594 shares

   Change vs previous 13F +1,613 shares

   <0.01% of the 13F portfolio, value $260,715.

   13F-HR 0001420506-24-001135 filed by Atria Wealth Solutions, Inc.
   Filed 2024-07-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2024-03-31

   13F 5,981 shares

   Change vs previous 13F not available

   <0.01% of the 13F portfolio, value $205,866.

   13F-HR 0001420506-24-000768 filed by Atria Wealth Solutions, Inc.
   Filed 2024-05-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

   Acceptance time not in the bulk data set (spec §4.2).