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Atria Wealth Solutions, Inc.: OEF position timeline

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

Atria Wealth Solutions, Inc. held 38,370 OEF 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 38,370 shares
    Change vs previous 13F -21,497 shares

    0.26% of the 13F portfolio, value $11,693,300.

    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 59,867 shares
    Change vs previous 13F +38,410 shares

    0.2% of the 13F portfolio, value $16,213,729.

    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 21,457 shares
    Change vs previous 13F -93 shares

    0.07% of the 13F portfolio, value $6,197,888.

    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 21,550 shares
    Change vs previous 13F +4,544 shares

    0.06% of the 13F portfolio, value $5,964,289.

    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 17,006 shares
    Change vs previous 13F -458 shares

    0.05% of the 13F portfolio, value $4,494,519.

    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 17,464 shares
    Change vs previous 13F -41,776 shares

    0.05% of the 13F portfolio, value $4,320,784.

    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 59,240 shares
    Change vs previous 13F +50,291 shares

    0.17% of the 13F portfolio, value $13,233,659.

    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 8,949 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,796,801.

    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).