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Disclosery

Atria Wealth Solutions, Inc.: NEAR position timeline

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

Atria Wealth Solutions, Inc. held 68,050 NEAR 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 68,050 shares
    Change vs previous 13F +59,035 shares

    0.08% of the 13F portfolio, value $3,474,015.

    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 9,015 shares
    Change vs previous 13F -12,411 shares

    0.01% of the 13F portfolio, value $458,608.

    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 21,426 shares
    Change vs previous 13F +6,090 shares

    0.01% of the 13F portfolio, value $1,081,988.

    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 15,336 shares
    Change vs previous 13F -49,847 shares

    0.01% of the 13F portfolio, value $785,829.

    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 65,183 shares
    Change vs previous 13F -146,590 shares

    0.04% of the 13F portfolio, value $3,280,655.

    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 211,773 shares
    Change vs previous 13F +196,386 shares

    0.12% of the 13F portfolio, value $10,686,054.

    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 15,387 shares
    Change vs previous 13F -95,381 shares

    0.01% of the 13F portfolio, value $777,325.

    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 110,768 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $5,526,208.

    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).