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Disclosery

Atria Wealth Solutions, Inc.: JRI position timeline

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

Atria Wealth Solutions, Inc. held 37,808 JRI 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 37,808 shares
    Change vs previous 13F -826 shares

    0.01% of the 13F portfolio, value $515,247.

    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 38,634 shares
    Change vs previous 13F +3,719 shares

    0.01% of the 13F portfolio, value $504,548.

    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 34,915 shares
    Change vs previous 13F -156 shares

    <0.01% of the 13F portfolio, value $423,521.

    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 35,071 shares
    Change vs previous 13F -2,619 shares

    0.01% of the 13F portfolio, value $483,582.

    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 37,690 shares
    Change vs previous 13F +1,065 shares

    0.01% of the 13F portfolio, value $463,213.

    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 36,625 shares
    Change vs previous 13F +11,100 shares

    <0.01% of the 13F portfolio, value $437,515.

    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 25,525 shares
    Change vs previous 13F +88 shares

    <0.01% of the 13F portfolio, value $299,153.

    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 25,437 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $271,928.

    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).