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Atria Wealth Solutions, Inc.: META position timeline

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

Atria Wealth Solutions, Inc. held 44,398 META 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 44,398 shares
    Change vs previous 13F -63,264 shares

    0.74% of the 13F portfolio, value $32,592,888.

    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 107,662 shares
    Change vs previous 13F -5,709 shares

    0.75% of the 13F portfolio, value $62,051,838.

    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 113,371 shares
    Change vs previous 13F -6,134 shares

    0.73% of the 13F portfolio, value $66,380,768.

    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 119,505 shares
    Change vs previous 13F -5,267 shares

    0.74% of the 13F portfolio, value $68,409,494.

    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 124,772 shares
    Change vs previous 13F +8,995 shares

    0.7% of the 13F portfolio, value $62,912,852.

    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 115,777 shares
    Change vs previous 13F -8,362 shares

    0.64% of the 13F portfolio, value $56,219,363.

    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 124,139 shares
    Change vs previous 13F +2,354 shares

    0.55% of the 13F portfolio, value $43,939,991.

    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 121,785 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $36,560,865.

    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).