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Atria Wealth Solutions, Inc.: O position timeline

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

Atria Wealth Solutions, Inc. held 32,550 O 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 32,550 shares
    Change vs previous 13F -100,095 shares

    0.04% of the 13F portfolio, value $1,875,363.

    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 132,645 shares
    Change vs previous 13F -53,898 shares

    0.09% of the 13F portfolio, value $7,694,723.

    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 186,543 shares
    Change vs previous 13F +17,164 shares

    0.11% of the 13F portfolio, value $9,963,264.

    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 169,379 shares
    Change vs previous 13F +440 shares

    0.12% of the 13F portfolio, value $10,742,060.

    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 168,939 shares
    Change vs previous 13F +3,822 shares

    0.1% of the 13F portfolio, value $8,923,313.

    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 165,117 shares
    Change vs previous 13F +17,931 shares

    0.1% of the 13F portfolio, value $8,972,323.

    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 147,186 shares
    Change vs previous 13F +9,510 shares

    0.11% of the 13F portfolio, value $8,457,249.

    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 137,676 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $6,879,432.

    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).