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Disclosery

Atria Wealth Solutions, Inc.: V position timeline

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

Atria Wealth Solutions, Inc. held 49,025 V 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 49,025 shares
    Change vs previous 13F -45,819 shares

    0.39% of the 13F portfolio, value $17,432,395.

    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 94,844 shares
    Change vs previous 13F -2,531 shares

    0.4% of the 13F portfolio, value $33,238,898.

    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 97,375 shares
    Change vs previous 13F -6,077 shares

    0.34% of the 13F portfolio, value $30,774,290.

    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 103,452 shares
    Change vs previous 13F -9,583 shares

    0.31% of the 13F portfolio, value $28,444,472.

    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 113,035 shares
    Change vs previous 13F -5,607 shares

    0.33% of the 13F portfolio, value $29,668,346.

    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 118,642 shares
    Change vs previous 13F +2,208 shares

    0.37% of the 13F portfolio, value $33,110,566.

    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 116,434 shares
    Change vs previous 13F +3,587 shares

    0.38% of the 13F portfolio, value $30,313,536.

    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 112,847 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $25,955,958.

    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).