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Disclosery

Atria Wealth Solutions, Inc.: NVO position timeline

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

Atria Wealth Solutions, Inc. held 12,419 NVO 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 12,419 shares
    Change vs previous 13F -24,067 shares

    0.02% of the 13F portfolio, value $857,497.

    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 36,486 shares
    Change vs previous 13F -5,851 shares

    0.03% of the 13F portfolio, value $2,566,642.

    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 42,337 shares
    Change vs previous 13F +2,315 shares

    0.04% of the 13F portfolio, value $3,641,912.

    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 40,022 shares
    Change vs previous 13F -5,109 shares

    0.05% of the 13F portfolio, value $4,765,437.

    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 45,131 shares
    Change vs previous 13F +5,463 shares

    0.07% of the 13F portfolio, value $6,442,082.

    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 39,668 shares
    Change vs previous 13F +2,619 shares

    0.06% of the 13F portfolio, value $5,111,353.

    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 37,049 shares
    Change vs previous 13F +8,266 shares

    0.05% of the 13F portfolio, value $3,832,681.

    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 28,783 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,617,479.

    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).