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Atria Wealth Solutions, Inc.: LVHI position timeline

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

Atria Wealth Solutions, Inc. held 183,473 LVHI 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 183,473 shares
    Change vs previous 13F -34,541 shares

    0.14% of the 13F portfolio, value $5,972,481.

    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 218,014 shares
    Change vs previous 13F +16,040 shares

    0.09% of the 13F portfolio, value $7,057,102.

    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 201,974 shares
    Change vs previous 13F +39,173 shares

    0.07% of the 13F portfolio, value $6,164,257.

    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 162,801 shares
    Change vs previous 13F +19,995 shares

    0.05% of the 13F portfolio, value $5,059,870.

    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 142,806 shares
    Change vs previous 13F +4,153 shares

    0.05% of the 13F portfolio, value $4,232,779.

    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 138,653 shares
    Change vs previous 13F +1,938 shares

    0.05% of the 13F portfolio, value $4,129,075.

    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 136,715 shares
    Change vs previous 13F +9,377 shares

    0.05% of the 13F portfolio, value $3,781,533.

    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 127,338 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $3,471,244.

    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).