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Atria Wealth Solutions, Inc.: RSG position timeline

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

Atria Wealth Solutions, Inc. held 5,417 RSG 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 5,417 shares
    Change vs previous 13F -18,101 shares

    0.03% of the 13F portfolio, value $1,331,562.

    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 23,518 shares
    Change vs previous 13F -940 shares

    0.07% of the 13F portfolio, value $5,695,225.

    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 24,458 shares
    Change vs previous 13F +3,501 shares

    0.05% of the 13F portfolio, value $4,920,381.

    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 20,957 shares
    Change vs previous 13F +1,481 shares

    0.05% of the 13F portfolio, value $4,209,111.

    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 19,476 shares
    Change vs previous 13F +495 shares

    0.04% of the 13F portfolio, value $3,784,947.

    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 18,981 shares
    Change vs previous 13F +1,424 shares

    0.04% of the 13F portfolio, value $3,633,591.

    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 17,557 shares
    Change vs previous 13F +1,680 shares

    0.04% of the 13F portfolio, value $2,902,349.

    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 15,877 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,268,671.

    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).