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Atria Wealth Solutions, Inc.: MAIN position timeline

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

Atria Wealth Solutions, Inc. held 4,713 MAIN 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 4,713 shares
    Change vs previous 13F -37,645 shares

    0.01% of the 13F portfolio, value $278,538.

    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 42,358 shares
    Change vs previous 13F -901 shares

    0.03% of the 13F portfolio, value $2,395,791.

    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 43,259 shares
    Change vs previous 13F -147 shares

    0.03% of the 13F portfolio, value $2,534,131.

    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 43,406 shares
    Change vs previous 13F +2,510 shares

    0.02% of the 13F portfolio, value $2,176,399.

    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 40,896 shares
    Change vs previous 13F +11,760 shares

    0.02% of the 13F portfolio, value $2,064,860.

    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 29,136 shares
    Change vs previous 13F +474 shares

    0.02% of the 13F portfolio, value $1,378,418.

    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 28,662 shares
    Change vs previous 13F -114 shares

    0.02% of the 13F portfolio, value $1,239,054.

    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 28,776 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,169,166.

    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).