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Disclosery

Atria Wealth Solutions, Inc.: NVS position timeline

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

Atria Wealth Solutions, Inc. held 10,113 NVS 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 10,113 shares
    Change vs previous 13F -14,245 shares

    0.03% of the 13F portfolio, value $1,226,782.

    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 24,358 shares
    Change vs previous 13F -3,345 shares

    0.03% of the 13F portfolio, value $2,751,625.

    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 27,703 shares
    Change vs previous 13F +3,582 shares

    0.03% of the 13F portfolio, value $2,695,657.

    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 24,121 shares
    Change vs previous 13F -1,123 shares

    0.03% of the 13F portfolio, value $2,774,299.

    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 25,244 shares
    Change vs previous 13F -1,108 shares

    0.03% of the 13F portfolio, value $2,687,379.

    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 26,352 shares
    Change vs previous 13F +678 shares

    0.03% of the 13F portfolio, value $2,585,252.

    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 25,674 shares
    Change vs previous 13F +3,635 shares

    0.03% of the 13F portfolio, value $2,592,298.

    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 22,039 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,244,772.

    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).