Skip to content
Disclosery

Atria Wealth Solutions, Inc.: NEM position timeline

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

Atria Wealth Solutions, Inc. held 10,007 NEM 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 10,007 shares
    Change vs previous 13F -14,179 shares

    0.01% of the 13F portfolio, value $585,307.

    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 24,186 shares
    Change vs previous 13F -10,201 shares

    0.01% of the 13F portfolio, value $1,167,688.

    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 34,387 shares
    Change vs previous 13F +4,474 shares

    0.01% of the 13F portfolio, value $1,279,900.

    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 29,913 shares
    Change vs previous 13F -11,210 shares

    0.02% of the 13F portfolio, value $1,598,867.

    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 41,123 shares
    Change vs previous 13F +22,150 shares

    0.02% of the 13F portfolio, value $1,721,838.

    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 18,973 shares
    Change vs previous 13F -6,729 shares

    0.01% of the 13F portfolio, value $679,975.

    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 25,702 shares
    Change vs previous 13F +4,293 shares

    0.01% of the 13F portfolio, value $1,063,795.

    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 21,409 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $791,072.

    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).