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Disclosery

Atria Wealth Solutions, Inc.: SOFI position timeline

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

Atria Wealth Solutions, Inc. held 77,302 SOFI 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 77,302 shares
    Change vs previous 13F -126,202 shares

    0.03% of the 13F portfolio, value $1,417,927.

    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 203,504 shares
    Change vs previous 13F -96,390 shares

    0.03% of the 13F portfolio, value $2,366,755.

    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 299,894 shares
    Change vs previous 13F -248,541 shares

    0.05% of the 13F portfolio, value $4,618,374.

    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 548,435 shares
    Change vs previous 13F +81,426 shares

    0.05% of the 13F portfolio, value $4,310,700.

    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 467,009 shares
    Change vs previous 13F +35,738 shares

    0.03% of the 13F portfolio, value $3,086,927.

    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 431,271 shares
    Change vs previous 13F +102,034 shares

    0.04% of the 13F portfolio, value $3,148,280.

    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 329,237 shares
    Change vs previous 13F +22,963 shares

    0.04% of the 13F portfolio, value $3,275,911.

    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 306,274 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,447,132.

    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).