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Atria Wealth Solutions, Inc.: TXN position timeline

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

Atria Wealth Solutions, Inc. held 11,134 TXN 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 11,134 shares
    Change vs previous 13F -6,666 shares

    0.05% of the 13F portfolio, value $2,330,239.

    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 17,800 shares
    Change vs previous 13F -6,280 shares

    0.04% of the 13F portfolio, value $3,198,633.

    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 24,080 shares
    Change vs previous 13F +58 shares

    0.05% of the 13F portfolio, value $4,515,271.

    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 24,022 shares
    Change vs previous 13F -1,869 shares

    0.05% of the 13F portfolio, value $4,962,298.

    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 25,891 shares
    Change vs previous 13F +1,006 shares

    0.06% of the 13F portfolio, value $5,036,608.

    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 24,885 shares
    Change vs previous 13F -1,053 shares

    0.05% of the 13F portfolio, value $4,335,164.

    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 25,938 shares
    Change vs previous 13F -5,203 shares

    0.06% of the 13F portfolio, value $4,421,440.

    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 31,141 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $4,951,805.

    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).