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Atria Wealth Solutions, Inc.: SCHW position timeline

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

Atria Wealth Solutions, Inc. held 24,103 SCHW 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 24,103 shares
    Change vs previous 13F -6,290 shares

    0.05% of the 13F portfolio, value $2,199,171.

    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 30,393 shares
    Change vs previous 13F -2,982 shares

    0.03% of the 13F portfolio, value $2,379,095.

    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 33,375 shares
    Change vs previous 13F +2,769 shares

    0.03% of the 13F portfolio, value $2,470,031.

    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 30,606 shares
    Change vs previous 13F -18,023 shares

    0.02% of the 13F portfolio, value $1,983,530.

    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 48,629 shares
    Change vs previous 13F -1,284 shares

    0.04% of the 13F portfolio, value $3,583,436.

    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 49,913 shares
    Change vs previous 13F -57,011 shares

    0.04% of the 13F portfolio, value $3,610,720.

    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 106,924 shares
    Change vs previous 13F -77 shares

    0.09% of the 13F portfolio, value $7,356,350.

    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 107,001 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $5,874,336.

    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).