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Disclosery

Atria Wealth Solutions, Inc.: RLTY position timeline

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

Atria Wealth Solutions, Inc. held 24,025 RLTY 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 24,025 shares
    Change vs previous 13F -200 shares

    0.01% of the 13F portfolio, value $365,103.

    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 24,225 shares
    Change vs previous 13F +1,800 shares

    <0.01% of the 13F portfolio, value $371,612.

    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 22,425 shares
    Change vs previous 13F -200 shares

    <0.01% of the 13F portfolio, value $331,442.

    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 22,625 shares
    Change vs previous 13F -1,775 shares

    <0.01% of the 13F portfolio, value $386,661.

    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 24,400 shares
    Change vs previous 13F -675 shares

    <0.01% of the 13F portfolio, value $347,212.

    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 25,075 shares
    Change vs previous 13F +1,200 shares

    <0.01% of the 13F portfolio, value $369,606.

    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 23,875 shares
    Change vs previous 13F +100 shares

    <0.01% of the 13F portfolio, value $334,055.

    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 23,775 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $310,264.

    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).