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Atria Wealth Solutions, Inc.: KLAC position timeline

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

Atria Wealth Solutions, Inc. held 1,750 KLAC 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 1,750 shares
    Change vs previous 13F -2,800 shares

    0.04% of the 13F portfolio, value $1,567,770.

    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 4,550 shares
    Change vs previous 13F -829 shares

    0.04% of the 13F portfolio, value $3,093,011.

    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 5,379 shares
    Change vs previous 13F -138 shares

    0.04% of the 13F portfolio, value $3,389,208.

    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 5,517 shares
    Change vs previous 13F -678 shares

    0.05% of the 13F portfolio, value $4,273,129.

    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 6,195 shares
    Change vs previous 13F -101 shares

    0.06% of the 13F portfolio, value $5,107,758.

    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 6,296 shares
    Change vs previous 13F +669 shares

    0.05% of the 13F portfolio, value $4,398,414.

    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 5,627 shares
    Change vs previous 13F +991 shares

    0.04% of the 13F portfolio, value $3,270,663.

    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 4,636 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,126,291.

    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).