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Atria Wealth Solutions, Inc.: QLTA position timeline

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

Atria Wealth Solutions, Inc. held 27,581 QLTA 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 27,581 shares
    Change vs previous 13F -37,841 shares

    0.03% of the 13F portfolio, value $1,319,475.

    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 65,422 shares
    Change vs previous 13F -34,058 shares

    0.04% of the 13F portfolio, value $3,109,493.

    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 99,480 shares
    Change vs previous 13F +62,013 shares

    0.05% of the 13F portfolio, value $4,654,675.

    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 37,467 shares
    Change vs previous 13F +27,289 shares

    0.02% of the 13F portfolio, value $1,841,501.

    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 10,178 shares
    Change vs previous 13F -410 shares

    0.01% of the 13F portfolio, value $476,959.

    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 10,588 shares
    Change vs previous 13F -270 shares

    0.01% of the 13F portfolio, value $502,712.

    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 10,858 shares
    Change vs previous 13F -87 shares

    0.01% of the 13F portfolio, value $522,598.

    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 10,945 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $493,413.

    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).