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Disclosery

Atria Wealth Solutions, Inc.: SFM position timeline

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

Atria Wealth Solutions, Inc. held 5,408 SFM 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 5,408 shares
    Change vs previous 13F -4,810 shares

    0.02% of the 13F portfolio, value $887,318.

    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 10,218 shares
    Change vs previous 13F +582 shares

    0.02% of the 13F portfolio, value $1,559,675.

    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 9,636 shares
    Change vs previous 13F +651 shares

    0.01% of the 13F portfolio, value $1,224,416.

    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 8,985 shares
    Change vs previous 13F +3,115 shares

    0.01% of the 13F portfolio, value $992,034.

    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 5,870 shares
    Change vs previous 13F -3,822 shares

    0.01% of the 13F portfolio, value $491,084.

    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 9,692 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $624,940.

    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).