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Disclosery

Atria Wealth Solutions, Inc.: TT position timeline

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

Atria Wealth Solutions, Inc. held 9,827 TT 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 9,827 shares
    Change vs previous 13F -3,239 shares

    0.1% of the 13F portfolio, value $4,298,583.

    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 13,066 shares
    Change vs previous 13F -1,463 shares

    0.05% of the 13F portfolio, value $4,403,127.

    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 14,529 shares
    Change vs previous 13F -1 shares

    0.06% of the 13F portfolio, value $5,367,140.

    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 14,530 shares
    Change vs previous 13F -802 shares

    0.06% of the 13F portfolio, value $5,649,021.

    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 15,332 shares
    Change vs previous 13F +1,054 shares

    0.06% of the 13F portfolio, value $5,043,979.

    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 14,278 shares
    Change vs previous 13F +535 shares

    0.05% of the 13F portfolio, value $4,295,538.

    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 13,743 shares
    Change vs previous 13F +1,109 shares

    0.04% of the 13F portfolio, value $3,352,844.

    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 12,634 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,564,501.

    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).