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Disclosery

Atria Wealth Solutions, Inc.: RS position timeline

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

Atria Wealth Solutions, Inc. held 1,321 RS 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 1,321 shares
    Change vs previous 13F -6 shares

    0.01% of the 13F portfolio, value $414,810.

    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 1,327 shares
    Change vs previous 13F +8 shares

    <0.01% of the 13F portfolio, value $383,307.

    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 1,319 shares
    Change vs previous 13F -41 shares

    <0.01% of the 13F portfolio, value $355,281.

    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 1,360 shares
    Change vs previous 13F -261 shares

    <0.01% of the 13F portfolio, value $393,429.

    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 1,621 shares
    Change vs previous 13F -559 shares

    0.01% of the 13F portfolio, value $463,023.

    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 2,180 shares
    Change vs previous 13F +667 shares

    0.01% of the 13F portfolio, value $728,554.

    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 1,513 shares
    Change vs previous 13F -87 shares

    0.01% of the 13F portfolio, value $423,156.

    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 1,600 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $419,568.

    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).