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Atria Wealth Solutions, Inc.: QUAL position timeline

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

Atria Wealth Solutions, Inc. held 315,547 QUAL 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 315,547 shares
    Change vs previous 13F -187,778 shares

    1.31% of the 13F portfolio, value $57,731,731.

    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 503,325 shares
    Change vs previous 13F +13,160 shares

    1.04% of the 13F portfolio, value $86,013,389.

    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 490,165 shares
    Change vs previous 13F -5,097 shares

    0.96% of the 13F portfolio, value $87,288,534.

    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 495,262 shares
    Change vs previous 13F +1,119 shares

    0.97% of the 13F portfolio, value $88,800,622.

    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 494,143 shares
    Change vs previous 13F +40,059 shares

    0.94% of the 13F portfolio, value $84,380,005.

    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 454,084 shares
    Change vs previous 13F +363 shares

    0.84% of the 13F portfolio, value $74,628,741.

    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 453,721 shares
    Change vs previous 13F +25,473 shares

    0.84% of the 13F portfolio, value $66,800,284.

    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 428,248 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $56,644,246.

    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).