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Atria Wealth Solutions, Inc.: WBIF position timeline

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

Atria Wealth Solutions, Inc. held 9,605 WBIF 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 9,605 shares
    Change vs previous 13F -1,108 shares

    0.01% of the 13F portfolio, value $281,781.

    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 10,713 shares
    Change vs previous 13F -110 shares

    <0.01% of the 13F portfolio, value $308,092.

    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 10,823 shares
    Change vs previous 13F -8 shares

    <0.01% of the 13F portfolio, value $307,413.

    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 10,831 shares
    Change vs previous 13F -12 shares

    <0.01% of the 13F portfolio, value $316,129.

    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 10,843 shares
    Change vs previous 13F -313 shares

    <0.01% of the 13F portfolio, value $314,156.

    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 11,156 shares
    Change vs previous 13F -1,236 shares

    <0.01% of the 13F portfolio, value $341,959.

    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 12,392 shares
    Change vs previous 13F -2,358 shares

    <0.01% of the 13F portfolio, value $344,170.

    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 14,750 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $394,641.

    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).