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Disclosery

Atria Wealth Solutions, Inc.: THM position timeline

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

Atria Wealth Solutions, Inc. held 58,000 THM 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 58,000 shares
    Change vs previous 13F +7,840 shares

    <0.01% of the 13F portfolio, value $49,619.

    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 50,160 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $31,701.

    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 50,160 shares
    Change vs previous 13F -12,100 shares

    <0.01% of the 13F portfolio, value $22,843.

    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 62,260 shares
    Change vs previous 13F -10,228 shares

    <0.01% of the 13F portfolio, value $34,891.

    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 72,488 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $35,832.

    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 72,488 shares
    Change vs previous 13F +21,470 shares

    <0.01% of the 13F portfolio, value $49,980.

    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 51,018 shares
    Change vs previous 13F +18,000 shares

    <0.01% of the 13F portfolio, value $29,846.

    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 33,018 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $11,622.

    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).