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Atria Wealth Solutions, Inc.: RQI position timeline

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

Atria Wealth Solutions, Inc. held 19,447 RQI 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 19,447 shares
    Change vs previous 13F -272 shares

    0.01% of the 13F portfolio, value $242,119.

    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 19,719 shares
    Change vs previous 13F -20,254 shares

    <0.01% of the 13F portfolio, value $247,668.

    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 39,973 shares
    Change vs previous 13F +10,632 shares

    0.01% of the 13F portfolio, value $489,265.

    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 29,341 shares
    Change vs previous 13F -4,369 shares

    <0.01% of the 13F portfolio, value $415,770.

    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 33,710 shares
    Change vs previous 13F -8,462 shares

    <0.01% of the 13F portfolio, value $393,737.

    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 42,172 shares
    Change vs previous 13F -1,586 shares

    0.01% of the 13F portfolio, value $509,427.

    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 43,758 shares
    Change vs previous 13F -238 shares

    0.01% of the 13F portfolio, value $535,601.

    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 43,996 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $445,238.

    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).