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Atria Wealth Solutions, Inc.: WBIG position timeline

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

Atria Wealth Solutions, Inc. held 22,516 WBIG 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 22,516 shares
    Change vs previous 13F -2,195 shares

    0.01% of the 13F portfolio, value $503,343.

    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 24,711 shares
    Change vs previous 13F -279 shares

    0.01% of the 13F portfolio, value $560,983.

    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 24,990 shares
    Change vs previous 13F -16 shares

    0.01% of the 13F portfolio, value $598,929.

    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 25,006 shares
    Change vs previous 13F -27 shares

    0.01% of the 13F portfolio, value $617,173.

    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 25,033 shares
    Change vs previous 13F -394 shares

    0.01% of the 13F portfolio, value $598,895.

    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 25,427 shares
    Change vs previous 13F -2,944 shares

    0.01% of the 13F portfolio, value $648,009.

    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 28,371 shares
    Change vs previous 13F -5,161 shares

    0.01% of the 13F portfolio, value $655,291.

    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 33,532 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $740,079.

    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).