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Disclosery

Atria Wealth Solutions, Inc.: LSAT position timeline

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

Atria Wealth Solutions, Inc. held 33,712 LSAT 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 33,712 shares
    Change vs previous 13F -30,484 shares

    0.03% of the 13F portfolio, value $1,334,452.

    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 64,196 shares
    Change vs previous 13F -2,490 shares

    0.03% of the 13F portfolio, value $2,573,605.

    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 66,686 shares
    Change vs previous 13F -4,115 shares

    0.03% of the 13F portfolio, value $2,681,017.

    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 70,801 shares
    Change vs previous 13F -5,935 shares

    0.03% of the 13F portfolio, value $2,955,587.

    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 76,736 shares
    Change vs previous 13F -1,855 shares

    0.03% of the 13F portfolio, value $2,937,853.

    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 78,591 shares
    Change vs previous 13F -3,767 shares

    0.03% of the 13F portfolio, value $3,049,661.

    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 82,358 shares
    Change vs previous 13F -12,859 shares

    0.04% of the 13F portfolio, value $2,838,880.

    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 95,217 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,187,865.

    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).