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Atria Wealth Solutions, Inc.: REGL position timeline

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

Atria Wealth Solutions, Inc. held 28,440 REGL 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 28,440 shares
    Change vs previous 13F -14,698 shares

    0.05% of the 13F portfolio, value $2,378,492.

    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 43,138 shares
    Change vs previous 13F -5,366 shares

    0.04% of the 13F portfolio, value $3,481,714.

    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 48,504 shares
    Change vs previous 13F +1,194 shares

    0.04% of the 13F portfolio, value $3,912,355.

    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 47,310 shares
    Change vs previous 13F -2,553 shares

    0.04% of the 13F portfolio, value $3,877,880.

    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 49,863 shares
    Change vs previous 13F -281 shares

    0.04% of the 13F portfolio, value $3,685,742.

    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 50,144 shares
    Change vs previous 13F -3,929 shares

    0.04% of the 13F portfolio, value $3,939,269.

    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 54,073 shares
    Change vs previous 13F +32,140 shares

    0.05% of the 13F portfolio, value $3,978,096.

    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 21,933 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,463,845.

    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).