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Atria Wealth Solutions, Inc.: TRV position timeline

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

Atria Wealth Solutions, Inc. held 14,116 TRV 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 14,116 shares
    Change vs previous 13F -672 shares

    0.09% of the 13F portfolio, value $3,772,246.

    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 14,788 shares
    Change vs previous 13F -2,467 shares

    0.05% of the 13F portfolio, value $3,911,224.

    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 17,255 shares
    Change vs previous 13F +357 shares

    0.05% of the 13F portfolio, value $4,156,570.

    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 16,898 shares
    Change vs previous 13F -1,220 shares

    0.04% of the 13F portfolio, value $3,956,177.

    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 18,118 shares
    Change vs previous 13F -3,270 shares

    0.04% of the 13F portfolio, value $3,684,518.

    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 21,388 shares
    Change vs previous 13F +3,502 shares

    0.06% of the 13F portfolio, value $4,934,305.

    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 17,886 shares
    Change vs previous 13F +12,548 shares

    0.04% of the 13F portfolio, value $3,407,270.

    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 5,338 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $871,773.

    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).