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Disclosery

Atria Wealth Solutions, Inc.: SCHR position timeline

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

Atria Wealth Solutions, Inc. held 26,365 SCHR 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 26,365 shares
    Change vs previous 13F -14,857 shares

    0.01% of the 13F portfolio, value $657,347.

    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 41,222 shares
    Change vs previous 13F +9,818 shares

    0.01% of the 13F portfolio, value $1,024,781.

    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 31,404 shares
    Change vs previous 13F +16,214 shares

    0.01% of the 13F portfolio, value $762,791.

    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 15,190 shares
    Change vs previous 13F +5,019 shares

    0.01% of the 13F portfolio, value $768,623.

    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 10,171 shares
    Change vs previous 13F +237 shares

    0.01% of the 13F portfolio, value $496,016.

    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 9,934 shares
    Change vs previous 13F -14,233 shares

    0.01% of the 13F portfolio, value $487,252.

    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 24,167 shares
    Change vs previous 13F +7,216 shares

    0.02% of the 13F portfolio, value $1,201,568.

    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 16,951 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $812,653.

    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).