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Disclosery

Atria Wealth Solutions, Inc.: WBS position timeline

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

Atria Wealth Solutions, Inc. held 11,476 WBS 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 11,476 shares
    Change vs previous 13F -88 shares

    0.01% of the 13F portfolio, value $626,590.

    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 11,564 shares
    Change vs previous 13F -6 shares

    0.01% of the 13F portfolio, value $596,124.

    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 11,570 shares
    Change vs previous 13F -8 shares

    0.01% of the 13F portfolio, value $638,895.

    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 11,578 shares
    Change vs previous 13F -1,945 shares

    0.01% of the 13F portfolio, value $539,651.

    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 13,523 shares
    Change vs previous 13F -262 shares

    0.01% of the 13F portfolio, value $589,468.

    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 13,785 shares
    Change vs previous 13F -75 shares

    0.01% of the 13F portfolio, value $699,864.

    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 13,860 shares
    Change vs previous 13F -46 shares

    0.01% of the 13F portfolio, value $703,534.

    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 13,906 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $560,551.

    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).