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Disclosery

Atria Wealth Solutions, Inc.: NJUL position timeline

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

Atria Wealth Solutions, Inc. held 7,993 NJUL 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 7,993 shares
    Change vs previous 13F -206 shares

    0.01% of the 13F portfolio, value $544,004.

    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 8,199 shares
    Change vs previous 13F -10,298 shares

    0.01% of the 13F portfolio, value $492,159.

    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 18,497 shares
    Change vs previous 13F -3,905 shares

    0.01% of the 13F portfolio, value $1,161,241.

    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 22,402 shares
    Change vs previous 13F +14,301 shares

    0.01% of the 13F portfolio, value $1,362,489.

    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 8,101 shares
    Change vs previous 13F +2,338 shares

    0.01% of the 13F portfolio, value $481,685.

    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 5,763 shares
    Change vs previous 13F -4,148 shares

    <0.01% of the 13F portfolio, value $332,232.

    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 9,911 shares
    Change vs previous 13F +5,503 shares

    0.01% of the 13F portfolio, value $546,144.

    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 4,408 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $223,926.

    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).