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Atria Wealth Solutions, Inc.: NIO position timeline

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

Atria Wealth Solutions, Inc. held 24,262 NIO 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 24,262 shares
    Change vs previous 13F -24,660 shares

    <0.01% of the 13F portfolio, value $83,656.

    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 48,922 shares
    Change vs previous 13F -350 shares

    <0.01% of the 13F portfolio, value $186,392.

    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 49,272 shares
    Change vs previous 13F -9,858 shares

    <0.01% of the 13F portfolio, value $214,826.

    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 59,130 shares
    Change vs previous 13F -592 shares

    <0.01% of the 13F portfolio, value $394,989.

    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 59,722 shares
    Change vs previous 13F -5,747 shares

    <0.01% of the 13F portfolio, value $248,443.

    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 65,469 shares
    Change vs previous 13F +19,085 shares

    <0.01% of the 13F portfolio, value $294,611.

    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 46,384 shares
    Change vs previous 13F +5,430 shares

    0.01% of the 13F portfolio, value $420,706.

    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 40,954 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $370,226.

    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).