Skip to content
Disclosery

Atria Wealth Solutions, Inc.: OCSL position timeline

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

Atria Wealth Solutions, Inc. held 23,186 OCSL 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 23,186 shares
    Change vs previous 13F +4,331 shares

    0.01% of the 13F portfolio, value $316,721.

    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 18,855 shares
    Change vs previous 13F +573 shares

    <0.01% of the 13F portfolio, value $289,613.

    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 18,282 shares
    Change vs previous 13F -1,445 shares

    <0.01% of the 13F portfolio, value $279,349.

    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 19,727 shares
    Change vs previous 13F -112 shares

    <0.01% of the 13F portfolio, value $321,747.

    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 19,839 shares
    Change vs previous 13F -730 shares

    <0.01% of the 13F portfolio, value $373,166.

    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 20,569 shares
    Change vs previous 13F -8,608 shares

    <0.01% of the 13F portfolio, value $416,103.

    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 29,177 shares
    Change vs previous 13F -6,157 shares

    0.01% of the 13F portfolio, value $595,802.

    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 35,334 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $710,912.

    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).