Skip to content
Disclosery

Atria Wealth Solutions, Inc.: ROBT position timeline

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

Atria Wealth Solutions, Inc. held 21,454 ROBT 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 21,454 shares
    Change vs previous 13F +5,538 shares

    0.02% of the 13F portfolio, value $1,038,545.

    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 15,916 shares
    Change vs previous 13F +4,506 shares

    0.01% of the 13F portfolio, value $647,332.

    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 11,410 shares
    Change vs previous 13F +1 shares

    0.01% of the 13F portfolio, value $513,925.

    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 11,409 shares
    Change vs previous 13F -3,577 shares

    0.01% of the 13F portfolio, value $499,618.

    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 14,986 shares
    Change vs previous 13F -1,082 shares

    0.01% of the 13F portfolio, value $634,534.

    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 16,068 shares
    Change vs previous 13F +409 shares

    0.01% of the 13F portfolio, value $726,900.

    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 15,659 shares
    Change vs previous 13F +548 shares

    0.01% of the 13F portfolio, value $712,938.

    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 15,111 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $612,164.

    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).