Skip to content
Disclosery

Atria Wealth Solutions, Inc.: SU position timeline

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

Atria Wealth Solutions, Inc. held 6,523 SU 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 6,523 shares
    Change vs previous 13F -6,472 shares

    0.01% of the 13F portfolio, value $244,275.

    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 12,995 shares
    Change vs previous 13F -6,736 shares

    0.01% of the 13F portfolio, value $503,199.

    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 19,731 shares
    Change vs previous 13F +12,002 shares

    0.01% of the 13F portfolio, value $704,028.

    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 7,729 shares
    Change vs previous 13F +9 shares

    <0.01% of the 13F portfolio, value $285,352.

    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 7,720 shares
    Change vs previous 13F -6,838 shares

    <0.01% of the 13F portfolio, value $294,144.

    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 14,558 shares
    Change vs previous 13F +7,098 shares

    0.01% of the 13F portfolio, value $537,336.

    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 7,460 shares
    Change vs previous 13F -471 shares

    <0.01% of the 13F portfolio, value $239,022.

    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 7,931 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $272,677.

    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).