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Disclosery

Atria Wealth Solutions, Inc.: KR position timeline

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

Atria Wealth Solutions, Inc. held 17,238 KR 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 17,238 shares
    Change vs previous 13F -58,089 shares

    0.03% of the 13F portfolio, value $1,232,269.

    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 75,327 shares
    Change vs previous 13F +56,636 shares

    0.06% of the 13F portfolio, value $5,098,871.

    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 18,691 shares
    Change vs previous 13F +257 shares

    0.01% of the 13F portfolio, value $1,142,957.

    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 18,434 shares
    Change vs previous 13F -20,290 shares

    0.01% of the 13F portfolio, value $1,056,312.

    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 38,724 shares
    Change vs previous 13F -2,167 shares

    0.02% of the 13F portfolio, value $1,933,479.

    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 40,891 shares
    Change vs previous 13F -3,984 shares

    0.03% of the 13F portfolio, value $2,336,077.

    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 44,875 shares
    Change vs previous 13F -8,399 shares

    0.03% of the 13F portfolio, value $2,051,230.

    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 53,274 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,384,008.

    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).