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Disclosery

Atria Wealth Solutions, Inc.: JUNW position timeline

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

Atria Wealth Solutions, Inc. held 59,840 JUNW 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 59,840 shares
    Change vs previous 13F +20,371 shares

    0.04% of the 13F portfolio, value $1,906,670.

    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 39,469 shares
    Change vs previous 13F -175 shares

    0.01% of the 13F portfolio, value $1,173,516.

    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 39,644 shares
    Change vs previous 13F -16,086 shares

    0.01% of the 13F portfolio, value $1,190,509.

    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 55,730 shares
    Change vs previous 13F -400 shares

    0.02% of the 13F portfolio, value $1,649,051.

    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 56,130 shares
    Change vs previous 13F +36,873 shares

    0.02% of the 13F portfolio, value $1,604,577.

    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 19,257 shares
    Change vs previous 13F -9,456 shares

    0.01% of the 13F portfolio, value $536,019.

    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 28,713 shares
    Change vs previous 13F -140 shares

    0.01% of the 13F portfolio, value $775,969.

    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 28,853 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $737,471.

    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).