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Disclosery

Atria Wealth Solutions, Inc.: KNSL position timeline

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

Atria Wealth Solutions, Inc. held 1,438 KNSL 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 1,438 shares
    Change vs previous 13F -332 shares

    0.02% of the 13F portfolio, value $695,850.

    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 1,770 shares
    Change vs previous 13F -982 shares

    0.01% of the 13F portfolio, value $861,478.

    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 2,752 shares
    Change vs previous 13F -235 shares

    0.01% of the 13F portfolio, value $1,280,263.

    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 2,987 shares
    Change vs previous 13F -2,177 shares

    0.02% of the 13F portfolio, value $1,390,544.

    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 5,164 shares
    Change vs previous 13F -2,457 shares

    0.02% of the 13F portfolio, value $1,989,665.

    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 7,621 shares
    Change vs previous 13F -229 shares

    0.05% of the 13F portfolio, value $3,998,882.

    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 7,850 shares
    Change vs previous 13F -5,658 shares

    0.03% of the 13F portfolio, value $2,629,055.

    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 13,508 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $5,593,835.

    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).