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Disclosery

Atria Wealth Solutions, Inc.: POST position timeline

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

Atria Wealth Solutions, Inc. held 2,450 POST 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 2,450 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $266,681.

    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 2,450 shares
    Change vs previous 13F -11 shares

    <0.01% of the 13F portfolio, value $285,082.

    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 2,461 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $281,686.

    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 2,461 shares
    Change vs previous 13F -400 shares

    <0.01% of the 13F portfolio, value $284,861.

    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 2,861 shares
    Change vs previous 13F -300 shares

    <0.01% of the 13F portfolio, value $298,002.

    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 3,161 shares
    Change vs previous 13F +600 shares

    <0.01% of the 13F portfolio, value $335,951.

    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 2,561 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $225,522.

    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).