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Disclosery

Atria Wealth Solutions, Inc.: SHOP position timeline

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

Atria Wealth Solutions, Inc. held 21,394 SHOP 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 21,394 shares
    Change vs previous 13F -26,047 shares

    0.06% of the 13F portfolio, value $2,472,232.

    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 47,441 shares
    Change vs previous 13F -8,642 shares

    0.05% of the 13F portfolio, value $4,529,667.

    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 56,083 shares
    Change vs previous 13F -8,002 shares

    0.07% of the 13F portfolio, value $5,963,306.

    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 64,085 shares
    Change vs previous 13F -11,337 shares

    0.06% of the 13F portfolio, value $5,135,772.

    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 75,422 shares
    Change vs previous 13F +2,837 shares

    0.06% of the 13F portfolio, value $4,981,612.

    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 72,585 shares
    Change vs previous 13F -855 shares

    0.06% of the 13F portfolio, value $5,601,386.

    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 73,440 shares
    Change vs previous 13F -2,321 shares

    0.07% of the 13F portfolio, value $5,720,995.

    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 75,761 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $4,134,282.

    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).