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Atria Wealth Solutions, Inc.: OHI position timeline

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

Atria Wealth Solutions, Inc. held 21,938 OHI 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 21,938 shares
    Change vs previous 13F -32,912 shares

    0.02% of the 13F portfolio, value $804,018.

    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 54,850 shares
    Change vs previous 13F -7,203 shares

    0.03% of the 13F portfolio, value $2,088,690.

    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 62,053 shares
    Change vs previous 13F +8,416 shares

    0.03% of the 13F portfolio, value $2,348,695.

    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 53,637 shares
    Change vs previous 13F +5,054 shares

    0.02% of the 13F portfolio, value $2,183,020.

    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 48,583 shares
    Change vs previous 13F -5,212 shares

    0.02% of the 13F portfolio, value $1,663,970.

    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 53,795 shares
    Change vs previous 13F -2,664 shares

    0.02% of the 13F portfolio, value $1,703,693.

    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 56,459 shares
    Change vs previous 13F -3,651 shares

    0.02% of the 13F portfolio, value $1,731,046.

    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 60,110 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,993,261.

    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).