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Disclosery

Atria Wealth Solutions, Inc.: SHV position timeline

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

Atria Wealth Solutions, Inc. held 30,886 SHV 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 30,886 shares
    Change vs previous 13F -55,082 shares

    0.08% of the 13F portfolio, value $3,409,402.

    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 85,968 shares
    Change vs previous 13F +1,141 shares

    0.11% of the 13F portfolio, value $9,495,943.

    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 84,827 shares
    Change vs previous 13F +17,093 shares

    0.1% of the 13F portfolio, value $9,340,218.

    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 67,734 shares
    Change vs previous 13F +1,590 shares

    0.08% of the 13F portfolio, value $7,493,476.

    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 66,144 shares
    Change vs previous 13F -14,863 shares

    0.08% of the 13F portfolio, value $7,308,826.

    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 81,007 shares
    Change vs previous 13F +23,516 shares

    0.1% of the 13F portfolio, value $8,954,522.

    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 57,491 shares
    Change vs previous 13F +3,018 shares

    0.08% of the 13F portfolio, value $6,331,552.

    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 54,473 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $6,017,631.

    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).