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Atria Wealth Solutions, Inc.: KKR position timeline

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

Atria Wealth Solutions, Inc. held 2,618 KKR 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 2,618 shares
    Change vs previous 13F -55,263 shares

    0.01% of the 13F portfolio, value $348,309.

    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 57,881 shares
    Change vs previous 13F -1,745 shares

    0.08% of the 13F portfolio, value $6,691,616.

    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 59,626 shares
    Change vs previous 13F +64 shares

    0.1% of the 13F portfolio, value $8,819,376.

    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 59,562 shares
    Change vs previous 13F -45,705 shares

    0.08% of the 13F portfolio, value $7,777,653.

    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 105,267 shares
    Change vs previous 13F -15,917 shares

    0.12% of the 13F portfolio, value $11,078,281.

    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 121,184 shares
    Change vs previous 13F -2,773 shares

    0.14% of the 13F portfolio, value $12,188,653.

    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 123,957 shares
    Change vs previous 13F -3,912 shares

    0.13% of the 13F portfolio, value $10,269,891.

    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 127,869 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $7,876,716.

    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).