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Disclosery

Atria Wealth Solutions, Inc.: WBIL position timeline

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

Atria Wealth Solutions, Inc. held 9,066 WBIL 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 9,066 shares
    Change vs previous 13F -1,120 shares

    0.01% of the 13F portfolio, value $294,983.

    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 10,186 shares
    Change vs previous 13F +17 shares

    <0.01% of the 13F portfolio, value $323,314.

    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 10,169 shares
    Change vs previous 13F -8 shares

    <0.01% of the 13F portfolio, value $355,512.

    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 10,177 shares
    Change vs previous 13F -8 shares

    <0.01% of the 13F portfolio, value $347,429.

    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 10,185 shares
    Change vs previous 13F -386 shares

    <0.01% of the 13F portfolio, value $339,431.

    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 10,571 shares
    Change vs previous 13F -1,266 shares

    <0.01% of the 13F portfolio, value $366,250.

    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 11,837 shares
    Change vs previous 13F -2,340 shares

    <0.01% of the 13F portfolio, value $365,551.

    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 14,177 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $407,220.

    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).