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Atria Wealth Solutions, Inc.: VRSK position timeline

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

Atria Wealth Solutions, Inc. held 1,260 VRSK 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 1,260 shares
    Change vs previous 13F -2,561 shares

    0.01% of the 13F portfolio, value $392,490.

    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 3,821 shares
    Change vs previous 13F +588 shares

    0.01% of the 13F portfolio, value $1,137,337.

    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 3,233 shares
    Change vs previous 13F -3,420 shares

    0.01% of the 13F portfolio, value $890,715.

    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 6,653 shares
    Change vs previous 13F +256 shares

    0.02% of the 13F portfolio, value $1,782,938.

    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 6,397 shares
    Change vs previous 13F +320 shares

    0.02% of the 13F portfolio, value $1,724,492.

    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 6,077 shares
    Change vs previous 13F +761 shares

    0.02% of the 13F portfolio, value $1,434,653.

    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 5,316 shares
    Change vs previous 13F +1,230 shares

    0.02% of the 13F portfolio, value $1,269,912.

    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 4,086 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $965,389.

    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).