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Atria Wealth Solutions, Inc.: JQUA position timeline

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

Atria Wealth Solutions, Inc. held 17,051 JQUA 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 17,051 shares
    Change vs previous 13F -2,792 shares

    0.02% of the 13F portfolio, value $1,023,920.

    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 19,843 shares
    Change vs previous 13F -6,655 shares

    0.01% of the 13F portfolio, value $1,120,527.

    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 26,498 shares
    Change vs previous 13F -11,390 shares

    0.02% of the 13F portfolio, value $1,517,512.

    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 37,888 shares
    Change vs previous 13F +20,841 shares

    0.02% of the 13F portfolio, value $2,143,312.

    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 17,047 shares
    Change vs previous 13F +3,925 shares

    0.01% of the 13F portfolio, value $902,653.

    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 13,122 shares
    Change vs previous 13F +3,936 shares

    0.01% of the 13F portfolio, value $693,728.

    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 9,186 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $439,695.

    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).