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Disclosery

Atria Wealth Solutions, Inc.: NTR position timeline

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

Atria Wealth Solutions, Inc. held 11,469 NTR 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 11,469 shares
    Change vs previous 13F +3,958 shares

    0.02% of the 13F portfolio, value $676,421.

    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 7,511 shares
    Change vs previous 13F +1,595 shares

    <0.01% of the 13F portfolio, value $375,589.

    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 5,916 shares
    Change vs previous 13F +65 shares

    <0.01% of the 13F portfolio, value $266,961.

    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 5,851 shares
    Change vs previous 13F +1,168 shares

    <0.01% of the 13F portfolio, value $284,043.

    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 4,683 shares
    Change vs previous 13F -5,653 shares

    <0.01% of the 13F portfolio, value $240,932.

    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 10,336 shares
    Change vs previous 13F +435 shares

    0.01% of the 13F portfolio, value $567,267.

    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 9,901 shares
    Change vs previous 13F -506 shares

    0.01% of the 13F portfolio, value $561,346.

    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 10,407 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $648,135.

    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).