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Disclosery

Atria Wealth Solutions, Inc.: ROK position timeline

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

Atria Wealth Solutions, Inc. held 4,062 ROK 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 4,062 shares
    Change vs previous 13F -5,284 shares

    0.03% of the 13F portfolio, value $1,349,275.

    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 9,346 shares
    Change vs previous 13F -345 shares

    0.03% of the 13F portfolio, value $2,414,814.

    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 9,691 shares
    Change vs previous 13F +45 shares

    0.03% of the 13F portfolio, value $2,769,585.

    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 9,646 shares
    Change vs previous 13F +524 shares

    0.03% of the 13F portfolio, value $2,589,559.

    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 9,122 shares
    Change vs previous 13F +402 shares

    0.03% of the 13F portfolio, value $2,511,098.

    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 8,720 shares
    Change vs previous 13F +725 shares

    0.03% of the 13F portfolio, value $2,540,391.

    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 7,995 shares
    Change vs previous 13F +77 shares

    0.03% of the 13F portfolio, value $2,482,466.

    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 7,918 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,263,668.

    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).