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Disclosery

Atria Wealth Solutions, Inc.: KO position timeline

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

Atria Wealth Solutions, Inc. held 116,730 KO 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 116,730 shares
    Change vs previous 13F -127,047 shares

    0.19% of the 13F portfolio, value $8,318,839.

    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 243,777 shares
    Change vs previous 13F -5,291 shares

    0.21% of the 13F portfolio, value $17,568,834.

    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 249,068 shares
    Change vs previous 13F -4,860 shares

    0.17% of the 13F portfolio, value $15,506,934.

    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 253,928 shares
    Change vs previous 13F +11,285 shares

    0.2% of the 13F portfolio, value $18,348,365.

    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 242,643 shares
    Change vs previous 13F +414 shares

    0.17% of the 13F portfolio, value $15,537,894.

    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 242,229 shares
    Change vs previous 13F +12,819 shares

    0.17% of the 13F portfolio, value $14,915,191.

    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 229,410 shares
    Change vs previous 13F -1,498 shares

    0.17% of the 13F portfolio, value $13,519,186.

    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 230,908 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $13,003,844.

    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).