Skip to content
Disclosery

Atria Wealth Solutions, Inc.: RBA position timeline

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

Atria Wealth Solutions, Inc. held 3,156 RBA 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 3,156 shares
    Change vs previous 13F -3,033 shares

    0.01% of the 13F portfolio, value $335,136.

    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 6,189 shares
    Change vs previous 13F +2,671 shares

    0.01% of the 13F portfolio, value $620,760.

    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 3,518 shares
    Change vs previous 13F -24 shares

    <0.01% of the 13F portfolio, value $317,366.

    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 3,542 shares
    Change vs previous 13F -176 shares

    <0.01% of the 13F portfolio, value $285,102.

    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 3,718 shares
    Change vs previous 13F -103 shares

    <0.01% of the 13F portfolio, value $283,919.

    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 3,821 shares
    Change vs previous 13F -1,565 shares

    <0.01% of the 13F portfolio, value $291,052.

    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 5,386 shares
    Change vs previous 13F +250 shares

    <0.01% of the 13F portfolio, value $360,275.

    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 5,136 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $321,005.

    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).