Atria Wealth Solutions, Inc.: OSK position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Atria Wealth Solutions, Inc. on OSK, newest first. How the timeline and the estimate are built.
Atria Wealth Solutions, Inc. held 6,593 OSK shares at 2025-06-30 per its 13F-HR filed 2025-07-25.
the latest 13F is the newest step
- period ended2025-06-3013F 6,593 sharesChange vs previous 13F +2,873 shares
0.02% of the 13F portfolio, value $748,584.
13F-HR 0001420506-25-001582 filed by Atria Wealth Solutions, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 3,720 sharesChange vs previous 13F +295 shares
<0.01% of the 13F portfolio, value $349,965.
13F-HR 0001420506-25-000956 filed by Atria Wealth Solutions, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 3,425 sharesChange vs previous 13F -1,792 shares
<0.01% of the 13F portfolio, value $325,578.
13F-HR 0001420506-25-000086 filed by Atria Wealth Solutions, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 5,217 sharesChange vs previous 13F -502 shares
0.01% of the 13F portfolio, value $522,837.
13F-HR 0001420506-24-002255 filed by Atria Wealth Solutions, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-06-3013F 5,719 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $618,817.
13F-HR 0001420506-24-001135 filed by Atria Wealth Solutions, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).