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Disclosery

Atria Wealth Solutions, Inc.: SNPS position timeline

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

Atria Wealth Solutions, Inc. held 3,010 SNPS 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 3,010 shares
    Change vs previous 13F -2,669 shares

    0.03% of the 13F portfolio, value $1,543,528.

    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 5,679 shares
    Change vs previous 13F +1,272 shares

    0.03% of the 13F portfolio, value $2,435,439.

    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 4,407 shares
    Change vs previous 13F -6 shares

    0.02% of the 13F portfolio, value $2,138,981.

    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 4,413 shares
    Change vs previous 13F -1,558 shares

    0.02% of the 13F portfolio, value $2,234,699.

    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 5,971 shares
    Change vs previous 13F -523 shares

    0.04% of the 13F portfolio, value $3,553,104.

    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 6,494 shares
    Change vs previous 13F +1,706 shares

    0.04% of the 13F portfolio, value $3,711,322.

    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 4,788 shares
    Change vs previous 13F -61 shares

    0.03% of the 13F portfolio, value $2,465,389.

    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 4,849 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,225,546.

    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).