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Atria Wealth Solutions, Inc.: MEAR position timeline

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

Atria Wealth Solutions, Inc. held 32,927 MEAR 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 32,927 shares
    Change vs previous 13F +3,911 shares

    0.04% of the 13F portfolio, value $1,655,240.

    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 29,016 shares
    Change vs previous 13F +4,302 shares

    0.02% of the 13F portfolio, value $1,457,764.

    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 24,714 shares
    Change vs previous 13F +940 shares

    0.01% of the 13F portfolio, value $1,234,464.

    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 23,774 shares
    Change vs previous 13F +4,725 shares

    0.01% of the 13F portfolio, value $1,196,189.

    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 19,049 shares
    Change vs previous 13F -2,344 shares

    0.01% of the 13F portfolio, value $955,307.

    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 21,393 shares
    Change vs previous 13F -1,310 shares

    0.01% of the 13F portfolio, value $1,072,217.

    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 22,703 shares
    Change vs previous 13F -12,371 shares

    0.01% of the 13F portfolio, value $1,134,923.

    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 35,074 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,747,036.

    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).