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Disclosery

Atria Wealth Solutions, Inc.: SNOW position timeline

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

Atria Wealth Solutions, Inc. held 11,064 SNOW 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 11,064 shares
    Change vs previous 13F -2,363 shares

    0.06% of the 13F portfolio, value $2,457,409.

    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 13,427 shares
    Change vs previous 13F +447 shares

    0.02% of the 13F portfolio, value $1,962,417.

    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 12,980 shares
    Change vs previous 13F -633 shares

    0.02% of the 13F portfolio, value $2,004,164.

    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 13,613 shares
    Change vs previous 13F -2,244 shares

    0.02% of the 13F portfolio, value $1,563,532.

    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 15,857 shares
    Change vs previous 13F -8,881 shares

    0.02% of the 13F portfolio, value $2,142,055.

    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 24,738 shares
    Change vs previous 13F +10,523 shares

    0.05% of the 13F portfolio, value $3,997,620.

    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 14,215 shares
    Change vs previous 13F +5,408 shares

    0.04% of the 13F portfolio, value $2,828,785.

    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 8,807 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,345,445.

    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).