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Atria Wealth Solutions, Inc.: TIP position timeline

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

Atria Wealth Solutions, Inc. held 49,923 TIP 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 49,923 shares
    Change vs previous 13F -3,761 shares

    0.12% of the 13F portfolio, value $5,473,140.

    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 53,684 shares
    Change vs previous 13F -29,143 shares

    0.07% of the 13F portfolio, value $5,963,827.

    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 82,827 shares
    Change vs previous 13F +18,906 shares

    0.1% of the 13F portfolio, value $8,825,235.

    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 63,921 shares
    Change vs previous 13F -26,846 shares

    0.08% of the 13F portfolio, value $7,061,283.

    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 90,767 shares
    Change vs previous 13F -14,904 shares

    0.11% of the 13F portfolio, value $9,692,053.

    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 105,671 shares
    Change vs previous 13F -5,062 shares

    0.13% of the 13F portfolio, value $11,350,022.

    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 110,733 shares
    Change vs previous 13F -42,793 shares

    0.15% of the 13F portfolio, value $11,902,664.

    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 153,526 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $15,923,776.

    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).