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Atria Wealth Solutions, Inc.: LGOV position timeline

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

Atria Wealth Solutions, Inc. held 662,844 LGOV 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 662,844 shares
    Change vs previous 13F +86,159 shares

    0.32% of the 13F portfolio, value $14,198,112.

    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 576,685 shares
    Change vs previous 13F -454,782 shares

    0.15% of the 13F portfolio, value $12,398,730.

    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 1,031,467 shares
    Change vs previous 13F -39,495 shares

    0.24% of the 13F portfolio, value $21,495,921.

    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 1,070,962 shares
    Change vs previous 13F +16,009 shares

    0.26% of the 13F portfolio, value $23,989,545.

    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 1,054,953 shares
    Change vs previous 13F +133,540 shares

    0.25% of the 13F portfolio, value $22,186,022.

    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 921,413 shares
    Change vs previous 13F +404,818 shares

    0.22% of the 13F portfolio, value $19,699,807.

    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 516,595 shares
    Change vs previous 13F +28,557 shares

    0.14% of the 13F portfolio, value $11,432,258.

    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 488,038 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $9,897,408.

    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).