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Disclosery

Atria Wealth Solutions, Inc.: RWL position timeline

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

Atria Wealth Solutions, Inc. held 7,758 RWL 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 7,758 shares
    Change vs previous 13F -66,985 shares

    0.02% of the 13F portfolio, value $814,000.

    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 74,743 shares
    Change vs previous 13F +15,374 shares

    0.09% of the 13F portfolio, value $7,424,951.

    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 59,369 shares
    Change vs previous 13F -85,873 shares

    0.06% of the 13F portfolio, value $5,813,445.

    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 145,242 shares
    Change vs previous 13F +44,190 shares

    0.15% of the 13F portfolio, value $14,243,908.

    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 101,052 shares
    Change vs previous 13F -2,267 shares

    0.1% of the 13F portfolio, value $9,359,419.

    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 103,319 shares
    Change vs previous 13F +13,750 shares

    0.11% of the 13F portfolio, value $9,684,076.

    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 89,569 shares
    Change vs previous 13F -3,815 shares

    0.1% of the 13F portfolio, value $7,643,851.

    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 93,384 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $7,297,053.

    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).