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Disclosery

Atria Wealth Solutions, Inc.: WELL position timeline

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

Atria Wealth Solutions, Inc. held 5,864 WELL 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 5,864 shares
    Change vs previous 13F -9,216 shares

    0.02% of the 13F portfolio, value $901,420.

    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 15,080 shares
    Change vs previous 13F -288 shares

    0.03% of the 13F portfolio, value $2,310,365.

    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 15,368 shares
    Change vs previous 13F -1,444 shares

    0.02% of the 13F portfolio, value $1,936,873.

    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 16,812 shares
    Change vs previous 13F +600 shares

    0.02% of the 13F portfolio, value $2,152,414.

    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 16,212 shares
    Change vs previous 13F +1,974 shares

    0.02% of the 13F portfolio, value $1,690,102.

    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 14,238 shares
    Change vs previous 13F -4,997 shares

    0.02% of the 13F portfolio, value $1,330,319.

    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 19,235 shares
    Change vs previous 13F +776 shares

    0.02% of the 13F portfolio, value $1,734,431.

    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 18,459 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,512,164.

    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).