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Atria Wealth Solutions, Inc.: SUSC position timeline

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

Atria Wealth Solutions, Inc. held 25,445 SUSC 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 25,445 shares
    Change vs previous 13F -172,493 shares

    0.01% of the 13F portfolio, value $590,867.

    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 197,938 shares
    Change vs previous 13F -10,295 shares

    0.06% of the 13F portfolio, value $4,564,452.

    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 208,233 shares
    Change vs previous 13F -22,730 shares

    0.05% of the 13F portfolio, value $4,731,052.

    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 230,963 shares
    Change vs previous 13F +2,101 shares

    0.06% of the 13F portfolio, value $5,494,609.

    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 228,862 shares
    Change vs previous 13F -3,194 shares

    0.06% of the 13F portfolio, value $5,199,745.

    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 232,056 shares
    Change vs previous 13F +23,192 shares

    0.06% of the 13F portfolio, value $5,334,967.

    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 208,864 shares
    Change vs previous 13F +28,819 shares

    0.06% of the 13F portfolio, value $4,860,265.

    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 180,045 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $3,917,779.

    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).