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Disclosery

Atria Wealth Solutions, Inc.: JPC position timeline

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

Atria Wealth Solutions, Inc. held 20,922 JPC 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 20,922 shares
    Change vs previous 13F -63,159 shares

    <0.01% of the 13F portfolio, value $169,789.

    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 84,081 shares
    Change vs previous 13F +7,608 shares

    0.01% of the 13F portfolio, value $672,749.

    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 76,473 shares
    Change vs previous 13F -7,670 shares

    0.01% of the 13F portfolio, value $601,078.

    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 84,143 shares
    Change vs previous 13F +856 shares

    0.01% of the 13F portfolio, value $682,406.

    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 83,287 shares
    Change vs previous 13F +9,418 shares

    0.01% of the 13F portfolio, value $625,722.

    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 73,869 shares
    Change vs previous 13F -24,648 shares

    0.01% of the 13F portfolio, value $533,777.

    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 98,517 shares
    Change vs previous 13F +82,092 shares

    0.01% of the 13F portfolio, value $665,974.

    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 16,425 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $104,694.

    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).