Skip to content
Disclosery

Atria Wealth Solutions, Inc.: KBWD position timeline

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

Atria Wealth Solutions, Inc. held 54,812 KBWD 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 54,812 shares
    Change vs previous 13F +5,190 shares

    0.02% of the 13F portfolio, value $760,242.

    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 49,622 shares
    Change vs previous 13F +294 shares

    0.01% of the 13F portfolio, value $717,038.

    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 49,328 shares
    Change vs previous 13F +1,777 shares

    0.01% of the 13F portfolio, value $723,642.

    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 47,551 shares
    Change vs previous 13F +2,372 shares

    0.01% of the 13F portfolio, value $726,579.

    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 45,179 shares
    Change vs previous 13F -1,466 shares

    0.01% of the 13F portfolio, value $679,492.

    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 46,645 shares
    Change vs previous 13F +4,801 shares

    0.01% of the 13F portfolio, value $722,531.

    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 41,844 shares
    Change vs previous 13F -18,304 shares

    0.01% of the 13F portfolio, value $663,646.

    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 60,148 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $913,648.

    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).