Skip to content
Disclosery

Atria Wealth Solutions, Inc.: SHW position timeline

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

Atria Wealth Solutions, Inc. held 4,154 SHW 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 4,154 shares
    Change vs previous 13F -4,757 shares

    0.03% of the 13F portfolio, value $1,443,895.

    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 8,911 shares
    Change vs previous 13F +562 shares

    0.04% of the 13F portfolio, value $3,111,454.

    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 8,349 shares
    Change vs previous 13F -692 shares

    0.03% of the 13F portfolio, value $2,838,009.

    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 9,041 shares
    Change vs previous 13F -555 shares

    0.04% of the 13F portfolio, value $3,450,292.

    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 9,596 shares
    Change vs previous 13F +1,856 shares

    0.03% of the 13F portfolio, value $2,863,667.

    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 7,740 shares
    Change vs previous 13F -410 shares

    0.03% of the 13F portfolio, value $2,688,290.

    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 8,150 shares
    Change vs previous 13F +566 shares

    0.03% of the 13F portfolio, value $2,541,598.

    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 7,584 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,934,286.

    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).