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Atria Wealth Solutions, Inc.: NOCT position timeline

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

Atria Wealth Solutions, Inc. held 6,843 NOCT 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 6,843 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $372,931.

    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 6,843 shares
    Change vs previous 13F -455 shares

    <0.01% of the 13F portfolio, value $340,194.

    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 7,298 shares
    Change vs previous 13F +1,225 shares

    <0.01% of the 13F portfolio, value $374,688.

    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 6,073 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $303,073.

    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 6,073 shares
    Change vs previous 13F -42,420 shares

    <0.01% of the 13F portfolio, value $297,740.

    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 48,493 shares
    Change vs previous 13F -16,646 shares

    0.03% of the 13F portfolio, value $2,306,982.

    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 65,139 shares
    Change vs previous 13F +48,930 shares

    0.04% of the 13F portfolio, value $2,983,379.

    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 16,209 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $689,101.

    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).