Atria Wealth Solutions, Inc.: KIO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Atria Wealth Solutions, Inc. on KIO, newest first. How the timeline and the estimate are built.
Atria Wealth Solutions, Inc. held 13,175 KIO shares at 2025-06-30 per its 13F-HR filed 2025-07-25.
the latest 13F is the newest step
- period ended2025-06-3013F 13,175 sharesChange vs previous 13F -2,144 shares
<0.01% of the 13F portfolio, value $165,472.
13F-HR 0001420506-25-001582 filed by Atria Wealth Solutions, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 15,319 sharesChange vs previous 13F +1,965 shares
<0.01% of the 13F portfolio, value $188,267.
13F-HR 0001420506-25-000956 filed by Atria Wealth Solutions, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 13,354 sharesChange vs previous 13F +119 shares
<0.01% of the 13F portfolio, value $178,670.
13F-HR 0001420506-25-000086 filed by Atria Wealth Solutions, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 13,235 sharesChange vs previous 13F +558 shares
<0.01% of the 13F portfolio, value $195,350.
13F-HR 0001420506-24-002255 filed by Atria Wealth Solutions, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-06-3013F 12,677 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $173,678.
13F-HR 0001420506-24-001135 filed by Atria Wealth Solutions, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).