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Atria Wealth Solutions, Inc.: LIT position timeline

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

Atria Wealth Solutions, Inc. held 13,633 LIT 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 13,633 shares
    Change vs previous 13F -3,390 shares

    0.01% of the 13F portfolio, value $526,427.

    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 17,023 shares
    Change vs previous 13F -156 shares

    0.01% of the 13F portfolio, value $660,499.

    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 17,179 shares
    Change vs previous 13F +10,247 shares

    0.01% of the 13F portfolio, value $701,865.

    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 6,932 shares
    Change vs previous 13F -4,642 shares

    <0.01% of the 13F portfolio, value $302,166.

    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 11,574 shares
    Change vs previous 13F -2,382 shares

    <0.01% of the 13F portfolio, value $450,626.

    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 13,956 shares
    Change vs previous 13F -12,435 shares

    0.01% of the 13F portfolio, value $632,068.

    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 26,391 shares
    Change vs previous 13F -5,131 shares

    0.02% of the 13F portfolio, value $1,348,322.

    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 31,522 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,739,036.

    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).