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Atria Wealth Solutions, Inc.: LMBS position timeline

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

Atria Wealth Solutions, Inc. held 51,739 LMBS 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 51,739 shares
    Change vs previous 13F -61,633 shares

    0.06% of the 13F portfolio, value $2,548,247.

    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 113,372 shares
    Change vs previous 13F -7,727 shares

    0.07% of the 13F portfolio, value $5,573,345.

    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 121,099 shares
    Change vs previous 13F -13,439 shares

    0.06% of the 13F portfolio, value $5,893,888.

    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 134,538 shares
    Change vs previous 13F +15,269 shares

    0.07% of the 13F portfolio, value $6,647,544.

    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 119,269 shares
    Change vs previous 13F +1,028 shares

    0.06% of the 13F portfolio, value $5,731,389.

    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 118,241 shares
    Change vs previous 13F -7,668 shares

    0.06% of the 13F portfolio, value $5,705,080.

    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 125,909 shares
    Change vs previous 13F -1,308 shares

    0.08% of the 13F portfolio, value $6,083,936.

    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 127,217 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $6,009,773.

    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).