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Atria Wealth Solutions, Inc.: KNG position timeline

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

Atria Wealth Solutions, Inc. held 128,506 KNG 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 128,506 shares
    Change vs previous 13F -104,467 shares

    0.14% of the 13F portfolio, value $6,315,138.

    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 232,973 shares
    Change vs previous 13F +17,416 shares

    0.14% of the 13F portfolio, value $11,769,849.

    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 215,557 shares
    Change vs previous 13F +18,831 shares

    0.12% of the 13F portfolio, value $10,823,083.

    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 196,726 shares
    Change vs previous 13F +35,070 shares

    0.12% of the 13F portfolio, value $10,773,065.

    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 161,656 shares
    Change vs previous 13F +21,989 shares

    0.09% of the 13F portfolio, value $8,197,747.

    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 139,667 shares
    Change vs previous 13F +31,812 shares

    0.08% of the 13F portfolio, value $7,501,678.

    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 107,855 shares
    Change vs previous 13F +25,964 shares

    0.07% of the 13F portfolio, value $5,574,045.

    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 81,891 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $4,042,105.

    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).