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Atria Wealth Solutions, Inc.: RSP position timeline

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

Atria Wealth Solutions, Inc. held 12,262 RSP 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 12,262 shares
    Change vs previous 13F -74,401 shares

    0.05% of the 13F portfolio, value $2,238,938.

    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 86,663 shares
    Change vs previous 13F +1,151 shares

    0.18% of the 13F portfolio, value $15,012,611.

    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 85,512 shares
    Change vs previous 13F +1,942 shares

    0.16% of the 13F portfolio, value $14,984,230.

    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 83,570 shares
    Change vs previous 13F -4,620 shares

    0.16% of the 13F portfolio, value $14,972,246.

    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 88,190 shares
    Change vs previous 13F -20,020 shares

    0.16% of the 13F portfolio, value $14,487,865.

    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 108,210 shares
    Change vs previous 13F +24,281 shares

    0.21% of the 13F portfolio, value $18,327,639.

    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 83,929 shares
    Change vs previous 13F -4,058 shares

    0.17% of the 13F portfolio, value $13,244,196.

    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 87,987 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $12,466,792.

    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).