Skip to content
Disclosery

Atria Wealth Solutions, Inc.: TFC position timeline

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

Atria Wealth Solutions, Inc. held 22,375 TFC 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 22,375 shares
    Change vs previous 13F -7,547 shares

    0.02% of the 13F portfolio, value $975,250.

    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 29,922 shares
    Change vs previous 13F -23,528 shares

    0.01% of the 13F portfolio, value $1,231,294.

    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 53,450 shares
    Change vs previous 13F +23,194 shares

    0.03% of the 13F portfolio, value $2,318,700.

    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 30,256 shares
    Change vs previous 13F -8,138 shares

    0.01% of the 13F portfolio, value $1,294,041.

    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 38,394 shares
    Change vs previous 13F -1,730 shares

    0.02% of the 13F portfolio, value $1,491,591.

    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 40,124 shares
    Change vs previous 13F -741 shares

    0.02% of the 13F portfolio, value $1,564,033.

    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 40,865 shares
    Change vs previous 13F -1,822 shares

    0.02% of the 13F portfolio, value $1,508,756.

    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 42,687 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,221,273.

    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).