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Atria Wealth Solutions, Inc.: RSPU position timeline

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

Atria Wealth Solutions, Inc. held 58,398 RSPU 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 58,398 shares
    Change vs previous 13F -129,245 shares

    0.09% of the 13F portfolio, value $4,153,273.

    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 187,643 shares
    Change vs previous 13F -916 shares

    0.16% of the 13F portfolio, value $13,069,355.

    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 188,559 shares
    Change vs previous 13F +1,378 shares

    0.14% of the 13F portfolio, value $12,393,987.

    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 187,181 shares
    Change vs previous 13F +1,804 shares

    0.14% of the 13F portfolio, value $12,859,348.

    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 185,377 shares
    Change vs previous 13F +27,108 shares

    0.12% of the 13F portfolio, value $10,758,019.

    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 158,269 shares
    Change vs previous 13F +9,386 shares

    0.1% of the 13F portfolio, value $8,956,469.

    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 148,883 shares
    Change vs previous 13F -2,499 shares

    0.1% of the 13F portfolio, value $8,123,777.

    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 151,382 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $7,612,985.

    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).