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Disclosery

Atria Wealth Solutions, Inc.: ORCL position timeline

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

Atria Wealth Solutions, Inc. held 19,296 ORCL 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 19,296 shares
    Change vs previous 13F -52,584 shares

    0.1% of the 13F portfolio, value $4,282,089.

    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 71,880 shares
    Change vs previous 13F -2,263 shares

    0.12% of the 13F portfolio, value $10,049,344.

    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 74,143 shares
    Change vs previous 13F -1,997 shares

    0.14% of the 13F portfolio, value $12,355,437.

    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 76,140 shares
    Change vs previous 13F -2,368 shares

    0.14% of the 13F portfolio, value $12,974,366.

    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 78,508 shares
    Change vs previous 13F -7,102 shares

    0.12% of the 13F portfolio, value $11,085,456.

    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 85,610 shares
    Change vs previous 13F +13,044 shares

    0.12% of the 13F portfolio, value $10,753,407.

    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 72,566 shares
    Change vs previous 13F +2,815 shares

    0.1% of the 13F portfolio, value $7,650,650.

    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 69,751 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $7,388,127.

    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).