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Atria Wealth Solutions, Inc.: TSM position timeline

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

Atria Wealth Solutions, Inc. held 50,784 TSM 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 50,784 shares
    Change vs previous 13F -36,057 shares

    0.26% of the 13F portfolio, value $11,558,215.

    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 86,841 shares
    Change vs previous 13F +17,939 shares

    0.17% of the 13F portfolio, value $14,444,319.

    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 68,902 shares
    Change vs previous 13F -2,522 shares

    0.15% of the 13F portfolio, value $13,623,812.

    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 71,424 shares
    Change vs previous 13F -1,290 shares

    0.14% of the 13F portfolio, value $12,422,804.

    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 72,714 shares
    Change vs previous 13F +15,022 shares

    0.14% of the 13F portfolio, value $12,651,188.

    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 57,692 shares
    Change vs previous 13F +18,672 shares

    0.09% of the 13F portfolio, value $7,874,968.

    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 39,020 shares
    Change vs previous 13F +1,242 shares

    0.05% of the 13F portfolio, value $4,062,470.

    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 37,778 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $3,286,382.

    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).