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Atria Wealth Solutions, Inc.: SWK position timeline

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

Atria Wealth Solutions, Inc. held 6,664 SWK 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 6,664 shares
    Change vs previous 13F -3,003 shares

    0.01% of the 13F portfolio, value $451,493.

    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 9,667 shares
    Change vs previous 13F +703 shares

    0.01% of the 13F portfolio, value $743,217.

    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 8,964 shares
    Change vs previous 13F +112 shares

    0.01% of the 13F portfolio, value $719,751.

    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 8,852 shares
    Change vs previous 13F +375 shares

    0.01% of the 13F portfolio, value $974,833.

    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 8,477 shares
    Change vs previous 13F -75 shares

    0.01% of the 13F portfolio, value $677,232.

    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 8,552 shares
    Change vs previous 13F -1,889 shares

    0.01% of the 13F portfolio, value $837,530.

    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 10,441 shares
    Change vs previous 13F -1,206 shares

    0.01% of the 13F portfolio, value $1,024,252.

    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 11,647 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $973,472.

    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).