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Disclosery

Atria Wealth Solutions, Inc.: SEPW position timeline

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

Atria Wealth Solutions, Inc. held 47,608 SEPW 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 47,608 shares
    Change vs previous 13F -750 shares

    0.03% of the 13F portfolio, value $1,436,357.

    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 48,358 shares
    Change vs previous 13F -1,625 shares

    0.02% of the 13F portfolio, value $1,380,427.

    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 49,983 shares
    Change vs previous 13F -50 shares

    0.02% of the 13F portfolio, value $1,444,769.

    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 50,033 shares
    Change vs previous 13F +42,215 shares

    0.02% of the 13F portfolio, value $1,427,316.

    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 7,818 shares
    Change vs previous 13F -3,100 shares

    <0.01% of the 13F portfolio, value $217,613.

    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 10,918 shares
    Change vs previous 13F -1,189 shares

    <0.01% of the 13F portfolio, value $296,806.

    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 12,107 shares
    Change vs previous 13F +360 shares

    <0.01% of the 13F portfolio, value $315,137.

    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 11,747 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $287,333.

    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).