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Atria Wealth Solutions, Inc.: TFI position timeline

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

Atria Wealth Solutions, Inc. held 9,622 TFI 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 9,622 shares
    Change vs previous 13F -13,214 shares

    0.01% of the 13F portfolio, value $429,815.

    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 22,836 shares
    Change vs previous 13F -4,113 shares

    0.01% of the 13F portfolio, value $1,029,218.

    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 26,949 shares
    Change vs previous 13F +10,420 shares

    0.01% of the 13F portfolio, value $1,229,414.

    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 16,529 shares
    Change vs previous 13F +3,746 shares

    0.01% of the 13F portfolio, value $774,053.

    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 12,783 shares
    Change vs previous 13F +6,065 shares

    0.01% of the 13F portfolio, value $584,822.

    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 6,718 shares
    Change vs previous 13F -4,281 shares

    <0.01% of the 13F portfolio, value $312,253.

    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 10,999 shares
    Change vs previous 13F +5,382 shares

    0.01% of the 13F portfolio, value $516,953.

    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 5,617 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $245,463.

    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).