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Atria Wealth Solutions, Inc.: JPST position timeline

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

Atria Wealth Solutions, Inc. held 331,249 JPST 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 331,249 shares
    Change vs previous 13F -188,122 shares

    0.38% of the 13F portfolio, value $16,779,883.

    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 519,371 shares
    Change vs previous 13F +97,218 shares

    0.32% of the 13F portfolio, value $26,295,760.

    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 422,153 shares
    Change vs previous 13F -75,097 shares

    0.23% of the 13F portfolio, value $21,277,243.

    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 497,250 shares
    Change vs previous 13F -37,523 shares

    0.27% of the 13F portfolio, value $25,230,433.

    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 534,773 shares
    Change vs previous 13F +65,674 shares

    0.3% of the 13F portfolio, value $26,990,067.

    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 469,099 shares
    Change vs previous 13F +54,734 shares

    0.27% of the 13F portfolio, value $23,666,034.

    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 414,365 shares
    Change vs previous 13F -155,018 shares

    0.26% of the 13F portfolio, value $20,834,794.

    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 569,383 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $28,571,640.

    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).