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Atria Wealth Solutions, Inc.: TLH position timeline

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

Atria Wealth Solutions, Inc. held 102,224 TLH 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 102,224 shares
    Change vs previous 13F -92,795 shares

    0.23% of the 13F portfolio, value $10,380,965.

    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 195,019 shares
    Change vs previous 13F +109,373 shares

    0.24% of the 13F portfolio, value $20,233,284.

    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 85,646 shares
    Change vs previous 13F +21,855 shares

    0.09% of the 13F portfolio, value $8,525,250.

    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 63,791 shares
    Change vs previous 13F +7,837 shares

    0.08% of the 13F portfolio, value $6,974,308.

    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 55,954 shares
    Change vs previous 13F +6,630 shares

    0.06% of the 13F portfolio, value $5,746,517.

    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 49,324 shares
    Change vs previous 13F -21 shares

    0.06% of the 13F portfolio, value $5,180,490.

    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 49,345 shares
    Change vs previous 13F +39,380 shares

    0.07% of the 13F portfolio, value $5,342,090.

    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 9,965 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $981,254.

    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).