Skip to content
Disclosery

Atria Wealth Solutions, Inc.: KHC position timeline

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

Atria Wealth Solutions, Inc. held 26,691 KHC 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 26,691 shares
    Change vs previous 13F -14,049 shares

    0.02% of the 13F portfolio, value $698,086.

    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 40,740 shares
    Change vs previous 13F -10,452 shares

    0.01% of the 13F portfolio, value $1,239,742.

    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 51,192 shares
    Change vs previous 13F -1,685 shares

    0.02% of the 13F portfolio, value $1,572,103.

    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 52,877 shares
    Change vs previous 13F -2,462 shares

    0.02% of the 13F portfolio, value $1,856,500.

    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 55,339 shares
    Change vs previous 13F -17,630 shares

    0.02% of the 13F portfolio, value $1,783,080.

    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 72,969 shares
    Change vs previous 13F +5,488 shares

    0.03% of the 13F portfolio, value $2,710,220.

    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 67,481 shares
    Change vs previous 13F -2,686 shares

    0.03% of the 13F portfolio, value $2,495,998.

    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 70,167 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,360,836.

    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).