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Atria Wealth Solutions, Inc.: USMV position timeline

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

Atria Wealth Solutions, Inc. held 84,757 USMV 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 84,757 shares
    Change vs previous 13F -169,129 shares

    0.18% of the 13F portfolio, value $7,967,637.

    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 253,886 shares
    Change vs previous 13F -69,686 shares

    0.29% of the 13F portfolio, value $23,778,896.

    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 323,572 shares
    Change vs previous 13F +8,759 shares

    0.32% of the 13F portfolio, value $28,730,003.

    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 314,813 shares
    Change vs previous 13F -2,453 shares

    0.31% of the 13F portfolio, value $28,745,625.

    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 317,266 shares
    Change vs previous 13F -10,242 shares

    0.3% of the 13F portfolio, value $26,637,719.

    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 327,508 shares
    Change vs previous 13F -35,569 shares

    0.31% of the 13F portfolio, value $27,373,193.

    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 363,077 shares
    Change vs previous 13F -107,128 shares

    0.36% of the 13F portfolio, value $28,330,802.

    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 470,205 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $34,137,536.

    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).