Skip to content
Disclosery

Atria Wealth Solutions, Inc.: USA position timeline

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

Atria Wealth Solutions, Inc. held 63,445 USA 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 63,445 shares
    Change vs previous 13F -18,837 shares

    0.01% of the 13F portfolio, value $434,450.

    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 82,282 shares
    Change vs previous 13F -10,326 shares

    0.01% of the 13F portfolio, value $538,949.

    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 92,608 shares
    Change vs previous 13F -17,123 shares

    0.01% of the 13F portfolio, value $657,545.

    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 109,731 shares
    Change vs previous 13F -13,174 shares

    0.01% of the 13F portfolio, value $779,088.

    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 122,905 shares
    Change vs previous 13F -8,393 shares

    0.01% of the 13F portfolio, value $835,755.

    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 131,298 shares
    Change vs previous 13F -5,422 shares

    0.01% of the 13F portfolio, value $938,779.

    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 136,720 shares
    Change vs previous 13F +9,488 shares

    0.01% of the 13F portfolio, value $883,024.

    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 127,232 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $753,216.

    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).