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Atria Wealth Solutions, Inc.: OMFL position timeline

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

Atria Wealth Solutions, Inc. held 8,264 OMFL 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 8,264 shares
    Change vs previous 13F -523 shares

    0.01% of the 13F portfolio, value $477,494.

    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 8,787 shares
    Change vs previous 13F -1,333 shares

    0.01% of the 13F portfolio, value $468,435.

    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 10,120 shares
    Change vs previous 13F -757 shares

    0.01% of the 13F portfolio, value $548,808.

    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 10,877 shares
    Change vs previous 13F -184,931 shares

    0.01% of the 13F portfolio, value $576,375.

    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 195,808 shares
    Change vs previous 13F -14,241 shares

    0.11% of the 13F portfolio, value $10,277,948.

    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 210,049 shares
    Change vs previous 13F +34,512 shares

    0.13% of the 13F portfolio, value $11,601,025.

    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 175,537 shares
    Change vs previous 13F +166,284 shares

    0.11% of the 13F portfolio, value $9,024,349.

    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 9,253 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $424,135.

    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).