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Disclosery

Atria Wealth Solutions, Inc.: STT position timeline

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

Atria Wealth Solutions, Inc. held 15,841 STT 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 15,841 shares
    Change vs previous 13F -9,712 shares

    0.04% of the 13F portfolio, value $1,684,498.

    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 25,553 shares
    Change vs previous 13F +4,978 shares

    0.03% of the 13F portfolio, value $2,287,747.

    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 20,575 shares
    Change vs previous 13F -905 shares

    0.02% of the 13F portfolio, value $2,019,442.

    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 21,480 shares
    Change vs previous 13F -612 shares

    0.02% of the 13F portfolio, value $1,900,339.

    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 22,092 shares
    Change vs previous 13F -1,406 shares

    0.02% of the 13F portfolio, value $1,634,797.

    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 23,498 shares
    Change vs previous 13F -20,930 shares

    0.02% of the 13F portfolio, value $1,832,594.

    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 44,428 shares
    Change vs previous 13F -2,112 shares

    0.04% of the 13F portfolio, value $3,466,955.

    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 46,540 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,142,726.

    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).