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Atria Wealth Solutions, Inc.: STIP position timeline

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

Atria Wealth Solutions, Inc. held 33,666 STIP 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 33,666 shares
    Change vs previous 13F -20,730 shares

    0.08% of the 13F portfolio, value $3,460,092.

    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 54,396 shares
    Change vs previous 13F +8,564 shares

    0.07% of the 13F portfolio, value $5,628,328.

    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 45,832 shares
    Change vs previous 13F -4,508 shares

    0.05% of the 13F portfolio, value $4,610,708.

    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 50,340 shares
    Change vs previous 13F +3,658 shares

    0.06% of the 13F portfolio, value $5,100,424.

    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 46,682 shares
    Change vs previous 13F -6,528 shares

    0.05% of the 13F portfolio, value $4,644,308.

    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 53,210 shares
    Change vs previous 13F -3,910 shares

    0.06% of the 13F portfolio, value $5,290,649.

    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 57,120 shares
    Change vs previous 13F -10,005 shares

    0.07% of the 13F portfolio, value $5,631,444.

    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 67,125 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $6,505,731.

    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).