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Disclosery

Atria Wealth Solutions, Inc.: USRT position timeline

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

Atria Wealth Solutions, Inc. held 3,566 USRT 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 3,566 shares
    Change vs previous 13F -6,423 shares

    <0.01% of the 13F portfolio, value $201,698.

    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 9,989 shares
    Change vs previous 13F -412 shares

    0.01% of the 13F portfolio, value $575,365.

    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 10,401 shares
    Change vs previous 13F -2,953 shares

    0.01% of the 13F portfolio, value $596,074.

    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 13,354 shares
    Change vs previous 13F +4,167 shares

    0.01% of the 13F portfolio, value $822,185.

    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 9,187 shares
    Change vs previous 13F -5,219 shares

    0.01% of the 13F portfolio, value $492,046.

    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 14,406 shares
    Change vs previous 13F +2,385 shares

    0.01% of the 13F portfolio, value $775,017.

    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 12,021 shares
    Change vs previous 13F +7,441 shares

    0.01% of the 13F portfolio, value $652,633.

    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 4,580 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $218,815.

    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).