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Atria Wealth Solutions, Inc.: RAAX position timeline

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

Atria Wealth Solutions, Inc. held 29,095 RAAX 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 29,095 shares
    Change vs previous 13F -3,967 shares

    0.02% of the 13F portfolio, value $903,412.

    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 33,062 shares
    Change vs previous 13F -460 shares

    0.01% of the 13F portfolio, value $1,005,915.

    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 33,522 shares
    Change vs previous 13F -3,009 shares

    0.01% of the 13F portfolio, value $944,975.

    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 36,531 shares
    Change vs previous 13F -1,510 shares

    0.01% of the 13F portfolio, value $1,057,211.

    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 38,041 shares
    Change vs previous 13F +2,919 shares

    0.01% of the 13F portfolio, value $1,036,434.

    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 35,122 shares
    Change vs previous 13F -1,742 shares

    0.01% of the 13F portfolio, value $951,813.

    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 36,864 shares
    Change vs previous 13F -2,288 shares

    0.01% of the 13F portfolio, value $941,504.

    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 39,152 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $991,717.

    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).