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Atria Wealth Solutions, Inc.: JULW position timeline

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

Atria Wealth Solutions, Inc. held 57,863 JULW 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 57,863 shares
    Change vs previous 13F -19,388 shares

    0.05% of the 13F portfolio, value $2,150,768.

    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 77,251 shares
    Change vs previous 13F -19,278 shares

    0.03% of the 13F portfolio, value $2,662,532.

    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 96,529 shares
    Change vs previous 13F -2,366 shares

    0.04% of the 13F portfolio, value $3,384,750.

    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 98,895 shares
    Change vs previous 13F +31,793 shares

    0.04% of the 13F portfolio, value $3,415,675.

    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 67,102 shares
    Change vs previous 13F +21,560 shares

    0.02% of the 13F portfolio, value $2,235,168.

    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 45,542 shares
    Change vs previous 13F -13,096 shares

    0.02% of the 13F portfolio, value $1,485,202.

    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 58,638 shares
    Change vs previous 13F -546 shares

    0.02% of the 13F portfolio, value $1,829,506.

    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 59,184 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,738,991.

    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).