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Disclosery

Atria Wealth Solutions, Inc.: L position timeline

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

Atria Wealth Solutions, Inc. held 32,227 L 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 32,227 shares
    Change vs previous 13F +1,887 shares

    0.07% of the 13F portfolio, value $2,954,236.

    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 30,340 shares
    Change vs previous 13F -910 shares

    0.03% of the 13F portfolio, value $2,788,547.

    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 31,250 shares
    Change vs previous 13F -483 shares

    0.03% of the 13F portfolio, value $2,646,561.

    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 31,733 shares
    Change vs previous 13F -178 shares

    0.03% of the 13F portfolio, value $2,508,492.

    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 31,911 shares
    Change vs previous 13F -592 shares

    0.03% of the 13F portfolio, value $2,385,056.

    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 32,503 shares
    Change vs previous 13F +271 shares

    0.03% of the 13F portfolio, value $2,544,689.

    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 32,232 shares
    Change vs previous 13F -504 shares

    0.03% of the 13F portfolio, value $2,243,046.

    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 32,736 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,072,530.

    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).