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Disclosery

Atria Wealth Solutions, Inc.: RWJ position timeline

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

Atria Wealth Solutions, Inc. held 6,673 RWJ 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 6,673 shares
    Change vs previous 13F -6,127 shares

    0.01% of the 13F portfolio, value $288,874.

    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 12,800 shares
    Change vs previous 13F -5,545 shares

    0.01% of the 13F portfolio, value $520,965.

    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 18,345 shares
    Change vs previous 13F +7,666 shares

    0.01% of the 13F portfolio, value $839,476.

    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 10,679 shares
    Change vs previous 13F +3,246 shares

    0.01% of the 13F portfolio, value $488,144.

    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 7,433 shares
    Change vs previous 13F -5,246 shares

    <0.01% of the 13F portfolio, value $297,848.

    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 12,679 shares
    Change vs previous 13F +5,883 shares

    0.01% of the 13F portfolio, value $542,794.

    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 6,796 shares
    Change vs previous 13F +433 shares

    <0.01% of the 13F portfolio, value $281,550.

    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 6,363 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $231,731.

    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).