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Atria Wealth Solutions, Inc.: LQD position timeline

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

Atria Wealth Solutions, Inc. held 54,882 LQD 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 54,882 shares
    Change vs previous 13F -73,930 shares

    0.14% of the 13F portfolio, value $6,006,255.

    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 128,812 shares
    Change vs previous 13F -58,779 shares

    0.17% of the 13F portfolio, value $14,000,499.

    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 187,591 shares
    Change vs previous 13F -64,742 shares

    0.22% of the 13F portfolio, value $20,042,319.

    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 252,333 shares
    Change vs previous 13F -14,665 shares

    0.31% of the 13F portfolio, value $28,508,602.

    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 266,998 shares
    Change vs previous 13F -15,526 shares

    0.32% of the 13F portfolio, value $28,600,676.

    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 282,524 shares
    Change vs previous 13F -40,346 shares

    0.35% of the 13F portfolio, value $30,772,483.

    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 322,870 shares
    Change vs previous 13F +57,272 shares

    0.45% of the 13F portfolio, value $35,728,827.

    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 265,598 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $27,096,358.

    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).