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Disclosery

Atria Wealth Solutions, Inc.: NOBL position timeline

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

Atria Wealth Solutions, Inc. held 45,766 NOBL 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 45,766 shares
    Change vs previous 13F -14,300 shares

    0.11% of the 13F portfolio, value $4,641,514.

    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 60,066 shares
    Change vs previous 13F -7,133 shares

    0.07% of the 13F portfolio, value $6,156,347.

    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 67,199 shares
    Change vs previous 13F -3,039 shares

    0.07% of the 13F portfolio, value $6,689,539.

    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 70,238 shares
    Change vs previous 13F -12,583 shares

    0.08% of the 13F portfolio, value $7,531,095.

    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 82,821 shares
    Change vs previous 13F -5,730 shares

    0.09% of the 13F portfolio, value $7,993,365.

    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 88,551 shares
    Change vs previous 13F -7,141 shares

    0.1% of the 13F portfolio, value $8,979,989.

    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 95,692 shares
    Change vs previous 13F +13,324 shares

    0.11% of the 13F portfolio, value $9,109,955.

    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 82,368 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $7,293,552.

    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).