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Disclosery

Atria Wealth Solutions, Inc.: TBIL position timeline

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

Atria Wealth Solutions, Inc. held 21,257 TBIL 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 21,257 shares
    Change vs previous 13F +8,696 shares

    0.02% of the 13F portfolio, value $1,062,744.

    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 12,561 shares
    Change vs previous 13F +5,641 shares

    0.01% of the 13F portfolio, value $628,176.

    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 6,920 shares
    Change vs previous 13F +6,920 shares

    <0.01% of the 13F portfolio, value $345,031.

    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 ended2024-06-30
    13F 0 shares
    Change vs previous 13F -4,071 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  5. period ended2024-03-31
    13F 4,071 shares
    Change vs previous 13F -1,390 shares

    <0.01% of the 13F portfolio, value $203,672.

    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).

  6. period ended2023-12-31
    13F 5,461 shares
    Change vs previous 13F -5,204 shares

    <0.01% of the 13F portfolio, value $272,285.

    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).

  7. period ended2023-09-30
    13F 10,665 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $533,997.

    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).