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Disclosery

Atria Wealth Solutions, Inc.: WEC position timeline

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

Atria Wealth Solutions, Inc. held 4,684 WEC 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 4,684 shares
    Change vs previous 13F -4,728 shares

    0.01% of the 13F portfolio, value $488,225.

    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 9,412 shares
    Change vs previous 13F -10,982 shares

    0.01% of the 13F portfolio, value $1,025,732.

    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 20,394 shares
    Change vs previous 13F +6,434 shares

    0.02% of the 13F portfolio, value $1,917,824.

    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 13,960 shares
    Change vs previous 13F +761 shares

    0.01% of the 13F portfolio, value $1,342,686.

    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 13,199 shares
    Change vs previous 13F +2,151 shares

    0.01% of the 13F portfolio, value $1,035,646.

    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 11,048 shares
    Change vs previous 13F +687 shares

    0.01% of the 13F portfolio, value $907,261.

    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 10,361 shares
    Change vs previous 13F +7,522 shares

    0.01% of the 13F portfolio, value $872,117.

    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 2,839 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $228,645.

    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).