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Disclosery

Atria Wealth Solutions, Inc.: JRS position timeline

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

Atria Wealth Solutions, Inc. held 24,820 JRS 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 24,820 shares
    Change vs previous 13F -2,100 shares

    <0.01% of the 13F portfolio, value $197,037.

    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 26,920 shares
    Change vs previous 13F +5,600 shares

    <0.01% of the 13F portfolio, value $225,564.

    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 21,320 shares
    Change vs previous 13F +527 shares

    <0.01% of the 13F portfolio, value $183,992.

    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 20,793 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $196,111.

    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 20,793 shares
    Change vs previous 13F +20,793 shares

    <0.01% of the 13F portfolio, value $161,594.

    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 0 shares
    Change vs previous 13F -11,600 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  7. period ended2023-12-31
    13F 11,600 shares
    Change vs previous 13F -319 shares

    <0.01% of the 13F portfolio, value $90,715.

    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 11,919 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $81,546.

    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).