Skip to content
Disclosery

Atria Wealth Solutions, Inc.: KMB position timeline

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

Atria Wealth Solutions, Inc. held 12,138 KMB 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 12,138 shares
    Change vs previous 13F -19,179 shares

    0.04% of the 13F portfolio, value $1,581,124.

    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 31,317 shares
    Change vs previous 13F -30,613 shares

    0.05% of the 13F portfolio, value $4,487,457.

    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 61,930 shares
    Change vs previous 13F +7,363 shares

    0.09% of the 13F portfolio, value $8,177,542.

    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 54,567 shares
    Change vs previous 13F -759 shares

    0.09% of the 13F portfolio, value $7,820,595.

    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 55,326 shares
    Change vs previous 13F +7,412 shares

    0.09% of the 13F portfolio, value $7,699,674.

    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 47,914 shares
    Change vs previous 13F +2,113 shares

    0.07% of the 13F portfolio, value $6,228,473.

    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 45,801 shares
    Change vs previous 13F +1,797 shares

    0.07% of the 13F portfolio, value $5,602,696.

    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 44,004 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $5,352,408.

    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).