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Atria Wealth Solutions, Inc.: TMO position timeline

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

Atria Wealth Solutions, Inc. held 6,934 TMO 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 6,934 shares
    Change vs previous 13F -7,105 shares

    0.06% of the 13F portfolio, value $2,819,279.

    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 14,039 shares
    Change vs previous 13F -1,715 shares

    0.08% of the 13F portfolio, value $6,989,407.

    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 15,754 shares
    Change vs previous 13F +1,389 shares

    0.09% of the 13F portfolio, value $8,198,800.

    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 14,365 shares
    Change vs previous 13F -121 shares

    0.1% of the 13F portfolio, value $8,889,097.

    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 14,486 shares
    Change vs previous 13F -67 shares

    0.09% of the 13F portfolio, value $8,014,009.

    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 14,553 shares
    Change vs previous 13F +99 shares

    0.1% of the 13F portfolio, value $8,463,603.

    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 14,454 shares
    Change vs previous 13F -1,719 shares

    0.1% of the 13F portfolio, value $7,675,223.

    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 16,173 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $8,189,696.

    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).