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Disclosery

Atria Wealth Solutions, Inc.: LOW position timeline

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

Atria Wealth Solutions, Inc. held 10,050 LOW 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 10,050 shares
    Change vs previous 13F -22,467 shares

    0.05% of the 13F portfolio, value $2,233,219.

    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 32,517 shares
    Change vs previous 13F +309 shares

    0.09% of the 13F portfolio, value $7,583,743.

    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 32,208 shares
    Change vs previous 13F -569 shares

    0.09% of the 13F portfolio, value $7,948,765.

    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 32,777 shares
    Change vs previous 13F -1,180 shares

    0.1% of the 13F portfolio, value $8,877,591.

    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 33,957 shares
    Change vs previous 13F -37 shares

    0.08% of the 13F portfolio, value $7,486,143.

    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 33,994 shares
    Change vs previous 13F -2,689 shares

    0.1% of the 13F portfolio, value $8,659,191.

    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 36,683 shares
    Change vs previous 13F +4,152 shares

    0.1% of the 13F portfolio, value $8,163,650.

    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 32,531 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $6,761,255.

    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).