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Disclosery

Atria Wealth Solutions, Inc.: OCTW position timeline

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

Atria Wealth Solutions, Inc. held 80,080 OCTW 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 80,080 shares
    Change vs previous 13F -8,133 shares

    0.07% of the 13F portfolio, value $2,964,992.

    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 88,213 shares
    Change vs previous 13F -42,488 shares

    0.04% of the 13F portfolio, value $3,098,041.

    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 130,701 shares
    Change vs previous 13F +63,152 shares

    0.05% of the 13F portfolio, value $4,647,310.

    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 67,549 shares
    Change vs previous 13F -7,556 shares

    0.03% of the 13F portfolio, value $2,370,970.

    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 75,105 shares
    Change vs previous 13F -4,678 shares

    0.03% of the 13F portfolio, value $2,591,182.

    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 79,783 shares
    Change vs previous 13F -4,961 shares

    0.03% of the 13F portfolio, value $2,701,444.

    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 84,744 shares
    Change vs previous 13F +27,052 shares

    0.03% of the 13F portfolio, value $2,772,824.

    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 57,692 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,792,779.

    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).