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Disclosery

Atria Wealth Solutions, Inc.: SCHO position timeline

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

Atria Wealth Solutions, Inc. held 52,120 SCHO 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 52,120 shares
    Change vs previous 13F -27,772 shares

    0.03% of the 13F portfolio, value $1,265,696.

    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 79,892 shares
    Change vs previous 13F -119,343 shares

    0.02% of the 13F portfolio, value $1,944,570.

    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 199,235 shares
    Change vs previous 13F +156,810 shares

    0.05% of the 13F portfolio, value $4,793,578.

    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 42,425 shares
    Change vs previous 13F -2,636 shares

    0.02% of the 13F portfolio, value $2,077,981.

    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 45,061 shares
    Change vs previous 13F +16,749 shares

    0.02% of the 13F portfolio, value $2,168,799.

    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 28,312 shares
    Change vs previous 13F -48,767 shares

    0.02% of the 13F portfolio, value $1,364,914.

    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 77,079 shares
    Change vs previous 13F -22,634 shares

    0.05% of the 13F portfolio, value $3,734,458.

    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 99,713 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $4,775,248.

    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).