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Atria Wealth Solutions, Inc.: NEE position timeline

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

Atria Wealth Solutions, Inc. held 33,654 NEE 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 33,654 shares
    Change vs previous 13F -68,835 shares

    0.05% of the 13F portfolio, value $2,347,669.

    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 102,489 shares
    Change vs previous 13F -25,378 shares

    0.09% of the 13F portfolio, value $7,265,475.

    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 127,867 shares
    Change vs previous 13F -202 shares

    0.1% of the 13F portfolio, value $9,166,754.

    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 128,069 shares
    Change vs previous 13F -2,428 shares

    0.12% of the 13F portfolio, value $10,825,729.

    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 130,497 shares
    Change vs previous 13F +19,689 shares

    0.1% of the 13F portfolio, value $9,240,401.

    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 110,808 shares
    Change vs previous 13F +3,345 shares

    0.08% of the 13F portfolio, value $7,081,773.

    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 107,463 shares
    Change vs previous 13F -7,922 shares

    0.08% of the 13F portfolio, value $6,527,234.

    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 115,385 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $6,610,452.

    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).