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Atria Wealth Solutions, Inc.: TCAF position timeline

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

Atria Wealth Solutions, Inc. held 379,262 TCAF 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 379,262 shares
    Change vs previous 13F +49,574 shares

    0.31% of the 13F portfolio, value $13,498,402.

    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 329,688 shares
    Change vs previous 13F +68,879 shares

    0.13% of the 13F portfolio, value $10,642,351.

    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 260,809 shares
    Change vs previous 13F +70,941 shares

    0.1% of the 13F portfolio, value $8,677,138.

    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 189,868 shares
    Change vs previous 13F +28,099 shares

    0.07% of the 13F portfolio, value $6,313,112.

    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 161,769 shares
    Change vs previous 13F +119,777 shares

    0.06% of the 13F portfolio, value $5,081,164.

    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 41,992 shares
    Change vs previous 13F +27,130 shares

    0.01% of the 13F portfolio, value $1,269,418.

    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 14,862 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $410,637.

    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).