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Disclosery

Atria Wealth Solutions, Inc.: NFTY position timeline

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

Atria Wealth Solutions, Inc. held 8,464 NFTY 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 8,464 shares
    Change vs previous 13F -6,820 shares

    0.01% of the 13F portfolio, value $507,926.

    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 15,284 shares
    Change vs previous 13F -648 shares

    0.01% of the 13F portfolio, value $852,263.

    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 15,932 shares
    Change vs previous 13F +5,725 shares

    0.01% of the 13F portfolio, value $892,014.

    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 10,207 shares
    Change vs previous 13F +509 shares

    0.01% of the 13F portfolio, value $661,811.

    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 9,698 shares
    Change vs previous 13F +213 shares

    0.01% of the 13F portfolio, value $585,033.

    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 9,485 shares
    Change vs previous 13F +415 shares

    0.01% of the 13F portfolio, value $540,263.

    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 9,070 shares
    Change vs previous 13F +2,032 shares

    0.01% of the 13F portfolio, value $490,344.

    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 7,038 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $342,353.

    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).