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Atria Wealth Solutions, Inc.: MOAT position timeline

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

Atria Wealth Solutions, Inc. held 68,191 MOAT 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 68,191 shares
    Change vs previous 13F -67,284 shares

    0.15% of the 13F portfolio, value $6,412,033.

    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 135,475 shares
    Change vs previous 13F -19,302 shares

    0.14% of the 13F portfolio, value $11,921,818.

    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 154,777 shares
    Change vs previous 13F -14,133 shares

    0.16% of the 13F portfolio, value $14,351,681.

    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 168,910 shares
    Change vs previous 13F -14,419 shares

    0.18% of the 13F portfolio, value $16,375,719.

    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 183,329 shares
    Change vs previous 13F +6,017 shares

    0.18% of the 13F portfolio, value $15,878,085.

    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 177,312 shares
    Change vs previous 13F +50,404 shares

    0.18% of the 13F portfolio, value $15,940,268.

    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 126,908 shares
    Change vs previous 13F +24,620 shares

    0.14% of the 13F portfolio, value $10,770,627.

    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 102,288 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $7,757,461.

    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).