Skip to content
Disclosery

Atria Wealth Solutions, Inc.: JPIE position timeline

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

Atria Wealth Solutions, Inc. held 21,513 JPIE 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 21,513 shares
    Change vs previous 13F -278,451 shares

    0.02% of the 13F portfolio, value $996,464.

    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 299,964 shares
    Change vs previous 13F +132,534 shares

    0.17% of the 13F portfolio, value $13,819,311.

    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 167,430 shares
    Change vs previous 13F +105,892 shares

    0.08% of the 13F portfolio, value $7,638,145.

    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 61,538 shares
    Change vs previous 13F +44,493 shares

    0.03% of the 13F portfolio, value $2,854,748.

    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 17,045 shares
    Change vs previous 13F -389 shares

    0.01% of the 13F portfolio, value $774,866.

    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 17,434 shares
    Change vs previous 13F -10 shares

    0.01% of the 13F portfolio, value $794,293.

    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 17,444 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $795,621.

    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).