Skip to content
Disclosery

Atria Wealth Solutions, Inc.: SBUX position timeline

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

Atria Wealth Solutions, Inc. held 31,112 SBUX 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 31,112 shares
    Change vs previous 13F -46,134 shares

    0.06% of the 13F portfolio, value $2,870,488.

    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 77,246 shares
    Change vs previous 13F -2,461 shares

    0.09% of the 13F portfolio, value $7,577,121.

    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 79,707 shares
    Change vs previous 13F -22,727 shares

    0.08% of the 13F portfolio, value $7,273,233.

    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 102,434 shares
    Change vs previous 13F -19,161 shares

    0.11% of the 13F portfolio, value $9,986,141.

    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 121,595 shares
    Change vs previous 13F -5,394 shares

    0.1% of the 13F portfolio, value $9,466,211.

    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 126,989 shares
    Change vs previous 13F +1,786 shares

    0.13% of the 13F portfolio, value $11,605,397.

    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 125,203 shares
    Change vs previous 13F +816 shares

    0.15% of the 13F portfolio, value $12,020,757.

    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 124,387 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $11,352,730.

    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).