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Atria Wealth Solutions, Inc.: LOPE position timeline

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

Atria Wealth Solutions, Inc. held 1,503 LOPE 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 1,503 shares
    Change vs previous 13F -70 shares

    0.01% of the 13F portfolio, value $284,067.

    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 1,573 shares
    Change vs previous 13F -157 shares

    <0.01% of the 13F portfolio, value $272,160.

    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 1,730 shares
    Change vs previous 13F -37 shares

    <0.01% of the 13F portfolio, value $283,353.

    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 1,767 shares
    Change vs previous 13F -151 shares

    <0.01% of the 13F portfolio, value $250,631.

    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 1,918 shares
    Change vs previous 13F -17 shares

    <0.01% of the 13F portfolio, value $268,330.

    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 1,935 shares
    Change vs previous 13F -757 shares

    <0.01% of the 13F portfolio, value $263,549.

    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 2,692 shares
    Change vs previous 13F +65 shares

    <0.01% of the 13F portfolio, value $355,435.

    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 2,627 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $307,029.

    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).