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Atria Wealth Solutions, Inc.: TSLA position timeline

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

Atria Wealth Solutions, Inc. held 69,656 TSLA 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 69,656 shares
    Change vs previous 13F -87,977 shares

    0.5% of the 13F portfolio, value $22,066,515.

    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 157,633 shares
    Change vs previous 13F -17,715 shares

    0.49% of the 13F portfolio, value $40,852,028.

    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 175,348 shares
    Change vs previous 13F +2,124 shares

    0.78% of the 13F portfolio, value $70,812,573.

    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 173,224 shares
    Change vs previous 13F -15,846 shares

    0.49% of the 13F portfolio, value $45,320,697.

    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 189,070 shares
    Change vs previous 13F -11,835 shares

    0.41% of the 13F portfolio, value $37,413,172.

    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 200,905 shares
    Change vs previous 13F -16,139 shares

    0.4% of the 13F portfolio, value $35,317,059.

    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 217,044 shares
    Change vs previous 13F -3,434 shares

    0.68% of the 13F portfolio, value $53,931,045.

    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 220,478 shares
    Change vs previous 13F not available

    0.77% of the 13F portfolio, value $55,167,960.

    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).