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Disclosery

Atria Wealth Solutions, Inc.: LOAN position timeline

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

Atria Wealth Solutions, Inc. held 39,871 LOAN 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 39,871 shares
    Change vs previous 13F +14,513 shares

    <0.01% of the 13F portfolio, value $218,094.

    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 25,358 shares
    Change vs previous 13F -2,527 shares

    <0.01% of the 13F portfolio, value $149,866.

    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 27,885 shares
    Change vs previous 13F +3,324 shares

    <0.01% of the 13F portfolio, value $159,251.

    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 24,561 shares
    Change vs previous 13F -47,848 shares

    <0.01% of the 13F portfolio, value $136,805.

    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 72,409 shares
    Change vs previous 13F +322 shares

    <0.01% of the 13F portfolio, value $372,182.

    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 72,087 shares
    Change vs previous 13F -34,465 shares

    <0.01% of the 13F portfolio, value $364,760.

    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 106,552 shares
    Change vs previous 13F -4,631 shares

    0.01% of the 13F portfolio, value $537,270.

    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 111,183 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $533,677.

    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).