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Atria Wealth Solutions, Inc.: RDVY position timeline

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

Atria Wealth Solutions, Inc. held 432,090 RDVY 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 432,090 shares
    Change vs previous 13F -139,980 shares

    0.61% of the 13F portfolio, value $27,173,300.

    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 572,070 shares
    Change vs previous 13F -151,713 shares

    0.4% of the 13F portfolio, value $33,488,943.

    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 723,783 shares
    Change vs previous 13F +106,563 shares

    0.47% of the 13F portfolio, value $42,804,754.

    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 617,220 shares
    Change vs previous 13F -1,676 shares

    0.4% of the 13F portfolio, value $36,545,558.

    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 618,896 shares
    Change vs previous 13F -6,187 shares

    0.38% of the 13F portfolio, value $33,887,234.

    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 625,083 shares
    Change vs previous 13F +130,510 shares

    0.4% of the 13F portfolio, value $35,110,867.

    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 494,573 shares
    Change vs previous 13F +60,369 shares

    0.32% of the 13F portfolio, value $25,554,583.

    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 434,204 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $19,951,636.

    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).