Skip to content
Disclosery

Atria Wealth Solutions, Inc.: NOW position timeline

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

Atria Wealth Solutions, Inc. held 5,955 NOW 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 5,955 shares
    Change vs previous 13F -3,423 shares

    0.14% of the 13F portfolio, value $6,126,751.

    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 9,378 shares
    Change vs previous 13F +504 shares

    0.09% of the 13F portfolio, value $7,466,268.

    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 8,874 shares
    Change vs previous 13F -1,071 shares

    0.1% of the 13F portfolio, value $9,407,320.

    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 9,945 shares
    Change vs previous 13F -2,063 shares

    0.1% of the 13F portfolio, value $8,894,806.

    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 12,008 shares
    Change vs previous 13F +459 shares

    0.1% of the 13F portfolio, value $9,446,273.

    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 11,549 shares
    Change vs previous 13F +1,196 shares

    0.1% of the 13F portfolio, value $8,804,651.

    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 10,353 shares
    Change vs previous 13F -94 shares

    0.09% of the 13F portfolio, value $7,314,187.

    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 10,447 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $5,839,407.

    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).