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Atria Wealth Solutions, Inc.: LSAF position timeline

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

Atria Wealth Solutions, Inc. held 49,171 LSAF 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 49,171 shares
    Change vs previous 13F -41,275 shares

    0.05% of the 13F portfolio, value $2,088,784.

    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 90,446 shares
    Change vs previous 13F -2,309 shares

    0.04% of the 13F portfolio, value $3,572,618.

    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 92,755 shares
    Change vs previous 13F -4,924 shares

    0.04% of the 13F portfolio, value $3,758,433.

    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 97,679 shares
    Change vs previous 13F -329 shares

    0.04% of the 13F portfolio, value $4,042,152.

    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 98,008 shares
    Change vs previous 13F -97 shares

    0.04% of the 13F portfolio, value $3,702,742.

    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 98,105 shares
    Change vs previous 13F -3,273 shares

    0.04% of the 13F portfolio, value $3,842,430.

    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 101,378 shares
    Change vs previous 13F -5,693 shares

    0.04% of the 13F portfolio, value $3,493,334.

    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 107,071 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $3,386,656.

    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).