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Disclosery

Atria Wealth Solutions, Inc.: SUB position timeline

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

Atria Wealth Solutions, Inc. held 14,979 SUB 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 14,979 shares
    Change vs previous 13F -7,761 shares

    0.04% of the 13F portfolio, value $1,592,867.

    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 22,740 shares
    Change vs previous 13F -36,601 shares

    0.03% of the 13F portfolio, value $2,401,412.

    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 59,341 shares
    Change vs previous 13F +26,613 shares

    0.07% of the 13F portfolio, value $6,259,272.

    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 32,728 shares
    Change vs previous 13F +1,991 shares

    0.04% of the 13F portfolio, value $3,475,337.

    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 30,737 shares
    Change vs previous 13F +868 shares

    0.04% of the 13F portfolio, value $3,213,597.

    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 29,869 shares
    Change vs previous 13F -5,175 shares

    0.04% of the 13F portfolio, value $3,128,200.

    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 35,044 shares
    Change vs previous 13F -15,354 shares

    0.05% of the 13F portfolio, value $3,694,693.

    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 50,398 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $5,183,898.

    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).