Skip to content
Disclosery

Atria Wealth Solutions, Inc.: LYG position timeline

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

Atria Wealth Solutions, Inc. held 25,637 LYG 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 25,637 shares
    Change vs previous 13F -45,175 shares

    <0.01% of the 13F portfolio, value $108,957.

    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 70,812 shares
    Change vs previous 13F +6,089 shares

    <0.01% of the 13F portfolio, value $270,502.

    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 64,723 shares
    Change vs previous 13F +15,425 shares

    <0.01% of the 13F portfolio, value $176,047.

    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 49,298 shares
    Change vs previous 13F +3,226 shares

    <0.01% of the 13F portfolio, value $153,810.

    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 46,072 shares
    Change vs previous 13F +32,566 shares

    <0.01% of the 13F portfolio, value $125,776.

    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 13,506 shares
    Change vs previous 13F +2,668 shares

    <0.01% of the 13F portfolio, value $34,981.

    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 10,838 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $25,903.

    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).