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Disclosery

Atria Wealth Solutions, Inc.: NVBT position timeline

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

Atria Wealth Solutions, Inc. held 19,427 NVBT 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 19,427 shares
    Change vs previous 13F -13,192 shares

    0.02% of the 13F portfolio, value $667,059.

    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 32,619 shares
    Change vs previous 13F -2,652 shares

    0.01% of the 13F portfolio, value $1,039,894.

    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 35,271 shares
    Change vs previous 13F +24,292 shares

    0.01% of the 13F portfolio, value $1,151,838.

    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 10,979 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $348,739.

    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 10,979 shares
    Change vs previous 13F -16,793 shares

    <0.01% of the 13F portfolio, value $342,110.

    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 27,772 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $845,232.

    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 27,772 shares
    Change vs previous 13F +1,049 shares

    0.01% of the 13F portfolio, value $809,545.

    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 26,723 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $734,933.

    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).