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Atria Wealth Solutions, Inc.: SNA position timeline

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

Atria Wealth Solutions, Inc. held 1,793 SNA 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 1,793 shares
    Change vs previous 13F -1,720 shares

    0.01% of the 13F portfolio, value $557,946.

    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 3,513 shares
    Change vs previous 13F -870 shares

    0.01% of the 13F portfolio, value $1,183,623.

    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 4,383 shares
    Change vs previous 13F +1,931 shares

    0.02% of the 13F portfolio, value $1,487,971.

    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 2,452 shares
    Change vs previous 13F -1,103 shares

    0.01% of the 13F portfolio, value $710,487.

    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 3,555 shares
    Change vs previous 13F +802 shares

    0.01% of the 13F portfolio, value $929,213.

    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 2,753 shares
    Change vs previous 13F -1,656 shares

    0.01% of the 13F portfolio, value $815,460.

    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 4,409 shares
    Change vs previous 13F +1,181 shares

    0.02% of the 13F portfolio, value $1,273,521.

    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 3,228 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $823,223.

    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).