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Atria Wealth Solutions, Inc.: NOC position timeline

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

Atria Wealth Solutions, Inc. held 3,263 NOC 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 3,263 shares
    Change vs previous 13F -6,048 shares

    0.04% of the 13F portfolio, value $1,636,012.

    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 9,311 shares
    Change vs previous 13F -1,589 shares

    0.06% of the 13F portfolio, value $4,766,956.

    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 10,900 shares
    Change vs previous 13F -4,589 shares

    0.06% of the 13F portfolio, value $5,115,207.

    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 15,489 shares
    Change vs previous 13F -216 shares

    0.09% of the 13F portfolio, value $8,179,494.

    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 15,705 shares
    Change vs previous 13F -390 shares

    0.08% of the 13F portfolio, value $6,846,920.

    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 16,095 shares
    Change vs previous 13F -4,167 shares

    0.09% of the 13F portfolio, value $7,704,375.

    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 20,262 shares
    Change vs previous 13F +519 shares

    0.12% of the 13F portfolio, value $9,485,506.

    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 19,743 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $8,690,915.

    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).