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Disclosery

Atria Wealth Solutions, Inc.: NLR position timeline

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

Atria Wealth Solutions, Inc. held 3,420 NLR 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 3,420 shares
    Change vs previous 13F -2,003 shares

    0.01% of the 13F portfolio, value $380,217.

    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 5,423 shares
    Change vs previous 13F -582 shares

    <0.01% of the 13F portfolio, value $397,319.

    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 6,005 shares
    Change vs previous 13F +2,064 shares

    0.01% of the 13F portfolio, value $488,474.

    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 3,941 shares
    Change vs previous 13F +895 shares

    <0.01% of the 13F portfolio, value $329,293.

    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 3,046 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $243,610.

    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 3,046 shares
    Change vs previous 13F -41 shares

    <0.01% of the 13F portfolio, value $231,379.

    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 3,087 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $221,369.

    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).