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Atria Wealth Solutions, Inc.: TLT position timeline

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

Atria Wealth Solutions, Inc. held 93,588 TLT 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 93,588 shares
    Change vs previous 13F -628,622 shares

    0.19% of the 13F portfolio, value $8,234,361.

    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 722,210 shares
    Change vs previous 13F +63,237 shares

    0.79% of the 13F portfolio, value $65,742,804.

    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 658,973 shares
    Change vs previous 13F +84,192 shares

    0.63% of the 13F portfolio, value $57,548,124.

    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 574,781 shares
    Change vs previous 13F +23,109 shares

    0.61% of the 13F portfolio, value $56,386,083.

    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 551,672 shares
    Change vs previous 13F +41,848 shares

    0.56% of the 13F portfolio, value $50,632,565.

    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 509,824 shares
    Change vs previous 13F +78,766 shares

    0.55% of the 13F portfolio, value $48,239,490.

    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 431,058 shares
    Change vs previous 13F +98,284 shares

    0.54% of the 13F portfolio, value $42,623,031.

    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 332,774 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $29,513,668.

    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).