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Disclosery

Atria Wealth Solutions, Inc.: WFC position timeline

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

Atria Wealth Solutions, Inc. held 31,269 WFC 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 31,269 shares
    Change vs previous 13F -57,686 shares

    0.06% of the 13F portfolio, value $2,530,656.

    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 88,955 shares
    Change vs previous 13F -7,851 shares

    0.08% of the 13F portfolio, value $6,386,069.

    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 96,806 shares
    Change vs previous 13F -63 shares

    0.07% of the 13F portfolio, value $6,799,650.

    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 96,869 shares
    Change vs previous 13F -4,698 shares

    0.06% of the 13F portfolio, value $5,472,182.

    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 101,567 shares
    Change vs previous 13F -8,662 shares

    0.07% of the 13F portfolio, value $6,032,073.

    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 110,229 shares
    Change vs previous 13F +8,828 shares

    0.07% of the 13F portfolio, value $6,388,847.

    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 101,401 shares
    Change vs previous 13F +3,093 shares

    0.06% of the 13F portfolio, value $4,990,947.

    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 98,308 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $4,016,830.

    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).