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Atria Wealth Solutions, Inc.: MUNI position timeline

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

Atria Wealth Solutions, Inc. held 30,495 MUNI 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 30,495 shares
    Change vs previous 13F +2,723 shares

    0.04% of the 13F portfolio, value $1,566,223.

    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 27,772 shares
    Change vs previous 13F +7,649 shares

    0.02% of the 13F portfolio, value $1,431,647.

    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 20,123 shares
    Change vs previous 13F +16,208 shares

    0.01% of the 13F portfolio, value $1,043,396.

    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 3,915 shares
    Change vs previous 13F -4,207 shares

    <0.01% of the 13F portfolio, value $207,417.

    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 8,122 shares
    Change vs previous 13F -161 shares

    <0.01% of the 13F portfolio, value $422,809.

    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 8,283 shares
    Change vs previous 13F +389 shares

    <0.01% of the 13F portfolio, value $434,623.

    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 7,894 shares
    Change vs previous 13F +13 shares

    0.01% of the 13F portfolio, value $416,838.

    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 7,881 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $394,623.

    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).