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Atria Wealth Solutions, Inc.: POCT position timeline

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

Atria Wealth Solutions, Inc. held 27,820 POCT 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 27,820 shares
    Change vs previous 13F -28,965 shares

    0.03% of the 13F portfolio, value $1,150,056.

    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 56,785 shares
    Change vs previous 13F -5,731 shares

    0.03% of the 13F portfolio, value $2,206,079.

    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 62,516 shares
    Change vs previous 13F +39,907 shares

    0.03% of the 13F portfolio, value $2,473,533.

    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 22,609 shares
    Change vs previous 13F +5,059 shares

    0.01% of the 13F portfolio, value $880,621.

    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 17,550 shares
    Change vs previous 13F -200 shares

    0.01% of the 13F portfolio, value $671,990.

    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 17,750 shares
    Change vs previous 13F -17,100 shares

    0.01% of the 13F portfolio, value $665,448.

    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 34,850 shares
    Change vs previous 13F +21,280 shares

    0.02% of the 13F portfolio, value $1,258,782.

    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 13,570 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $460,837.

    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).