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Atria Wealth Solutions, Inc.: NREF position timeline

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

Atria Wealth Solutions, Inc. held 11,674 NREF 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 11,674 shares
    Change vs previous 13F -62 shares

    <0.01% of the 13F portfolio, value $160,984.

    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 11,736 shares
    Change vs previous 13F -345 shares

    <0.01% of the 13F portfolio, value $179,443.

    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 12,081 shares
    Change vs previous 13F -364 shares

    <0.01% of the 13F portfolio, value $189,551.

    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 12,445 shares
    Change vs previous 13F -1,003 shares

    <0.01% of the 13F portfolio, value $194,515.

    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 13,448 shares
    Change vs previous 13F -1,260 shares

    <0.01% of the 13F portfolio, value $184,507.

    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 14,708 shares
    Change vs previous 13F -2,059 shares

    <0.01% of the 13F portfolio, value $211,207.

    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 16,767 shares
    Change vs previous 13F -5,376 shares

    <0.01% of the 13F portfolio, value $264,080.

    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 22,143 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $362,259.

    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).