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Atria Wealth Solutions, Inc.: OCIO position timeline

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

Atria Wealth Solutions, Inc. held 7,553 OCIO 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 7,553 shares
    Change vs previous 13F -23,485 shares

    0.01% of the 13F portfolio, value $266,122.

    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 31,038 shares
    Change vs previous 13F -346 shares

    0.01% of the 13F portfolio, value $1,030,282.

    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 31,384 shares
    Change vs previous 13F +839 shares

    0.01% of the 13F portfolio, value $1,065,468.

    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 30,545 shares
    Change vs previous 13F +5,737 shares

    0.01% of the 13F portfolio, value $1,043,841.

    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 24,808 shares
    Change vs previous 13F -246 shares

    0.01% of the 13F portfolio, value $815,484.

    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 25,054 shares
    Change vs previous 13F -1,010 shares

    0.01% of the 13F portfolio, value $802,059.

    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 26,064 shares
    Change vs previous 13F -2,812 shares

    0.01% of the 13F portfolio, value $799,719.

    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 28,876 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $831,340.

    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).