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Atria Wealth Solutions, Inc.: ROP position timeline

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

Atria Wealth Solutions, Inc. held 1,585 ROP 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 1,585 shares
    Change vs previous 13F -445 shares

    0.02% of the 13F portfolio, value $899,113.

    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 2,030 shares
    Change vs previous 13F -131 shares

    0.01% of the 13F portfolio, value $1,196,775.

    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 2,161 shares
    Change vs previous 13F -5 shares

    0.01% of the 13F portfolio, value $1,123,578.

    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 2,166 shares
    Change vs previous 13F -391 shares

    0.01% of the 13F portfolio, value $1,205,398.

    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 2,557 shares
    Change vs previous 13F -872 shares

    0.02% of the 13F portfolio, value $1,440,997.

    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 3,429 shares
    Change vs previous 13F -74 shares

    0.02% of the 13F portfolio, value $1,923,195.

    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 3,503 shares
    Change vs previous 13F +87 shares

    0.02% of the 13F portfolio, value $1,909,726.

    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 3,416 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,654,290.

    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).