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Atria Wealth Solutions, Inc.: SRLN position timeline

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

Atria Wealth Solutions, Inc. held 50,432 SRLN 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 50,432 shares
    Change vs previous 13F -7,620 shares

    0.05% of the 13F portfolio, value $2,094,000.

    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 58,052 shares
    Change vs previous 13F -844 shares

    0.03% of the 13F portfolio, value $2,387,676.

    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 58,896 shares
    Change vs previous 13F -13,112 shares

    0.03% of the 13F portfolio, value $2,457,695.

    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 72,008 shares
    Change vs previous 13F +1,655 shares

    0.03% of the 13F portfolio, value $3,007,038.

    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 70,353 shares
    Change vs previous 13F +159 shares

    0.03% of the 13F portfolio, value $2,940,732.

    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 70,194 shares
    Change vs previous 13F +5,110 shares

    0.03% of the 13F portfolio, value $2,955,851.

    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 65,084 shares
    Change vs previous 13F -5,243 shares

    0.03% of the 13F portfolio, value $2,728,954.

    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 70,327 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,948,821.

    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).