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Disclosery

Atria Wealth Solutions, Inc.: LHX position timeline

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

Atria Wealth Solutions, Inc. held 9,086 LHX 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 9,086 shares
    Change vs previous 13F -1,017 shares

    0.05% of the 13F portfolio, value $2,285,904.

    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 10,103 shares
    Change vs previous 13F +1,453 shares

    0.03% of the 13F portfolio, value $2,114,629.

    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 8,650 shares
    Change vs previous 13F -250 shares

    0.02% of the 13F portfolio, value $1,818,947.

    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 8,900 shares
    Change vs previous 13F -2,967 shares

    0.02% of the 13F portfolio, value $2,116,911.

    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 11,867 shares
    Change vs previous 13F -210 shares

    0.03% of the 13F portfolio, value $2,665,150.

    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 12,077 shares
    Change vs previous 13F +526 shares

    0.03% of the 13F portfolio, value $2,573,654.

    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 11,551 shares
    Change vs previous 13F +187 shares

    0.03% of the 13F portfolio, value $2,433,027.

    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 11,364 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,978,716.

    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).