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Atria Wealth Solutions, Inc.: JXN position timeline

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

Atria Wealth Solutions, Inc. held 10,615 JXN 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 10,615 shares
    Change vs previous 13F -3,788 shares

    0.02% of the 13F portfolio, value $942,600.

    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 14,403 shares
    Change vs previous 13F -2,200 shares

    0.01% of the 13F portfolio, value $1,206,639.

    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 16,603 shares
    Change vs previous 13F -9,154 shares

    0.02% of the 13F portfolio, value $1,445,812.

    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 25,757 shares
    Change vs previous 13F -9,809 shares

    0.03% of the 13F portfolio, value $2,349,804.

    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 35,566 shares
    Change vs previous 13F -2,699 shares

    0.03% of the 13F portfolio, value $2,641,157.

    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 38,265 shares
    Change vs previous 13F +1,704 shares

    0.03% of the 13F portfolio, value $2,530,880.

    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 36,561 shares
    Change vs previous 13F +6,152 shares

    0.02% of the 13F portfolio, value $1,871,945.

    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 30,409 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,162,250.

    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).