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Disclosery

Atria Wealth Solutions, Inc.: T position timeline

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

Atria Wealth Solutions, Inc. held 214,370 T 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 214,370 shares
    Change vs previous 13F -332,769 shares

    0.14% of the 13F portfolio, value $6,173,530.

    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 547,139 shares
    Change vs previous 13F -418 shares

    0.19% of the 13F portfolio, value $15,473,098.

    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 547,557 shares
    Change vs previous 13F +19,550 shares

    0.14% of the 13F portfolio, value $12,467,878.

    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 528,007 shares
    Change vs previous 13F -101,322 shares

    0.13% of the 13F portfolio, value $11,616,164.

    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 629,329 shares
    Change vs previous 13F -107,712 shares

    0.13% of the 13F portfolio, value $12,026,487.

    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 737,041 shares
    Change vs previous 13F -9,413 shares

    0.15% of the 13F portfolio, value $12,971,910.

    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 746,454 shares
    Change vs previous 13F -33,233 shares

    0.16% of the 13F portfolio, value $12,525,501.

    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 779,687 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $11,710,905.

    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).