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Atria Wealth Solutions, Inc.: WHF position timeline

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

Atria Wealth Solutions, Inc. held 15,058 WHF 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 15,058 shares
    Change vs previous 13F +280 shares

    <0.01% of the 13F portfolio, value $137,103.

    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 14,778 shares
    Change vs previous 13F -10,990 shares

    <0.01% of the 13F portfolio, value $148,297.

    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 25,768 shares
    Change vs previous 13F -39,401 shares

    <0.01% of the 13F portfolio, value $274,499.

    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 65,169 shares
    Change vs previous 13F +894 shares

    0.01% of the 13F portfolio, value $779,092.

    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 64,275 shares
    Change vs previous 13F +8,866 shares

    0.01% of the 13F portfolio, value $813,114.

    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 55,409 shares
    Change vs previous 13F -3,139 shares

    0.01% of the 13F portfolio, value $694,368.

    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 58,548 shares
    Change vs previous 13F -16,707 shares

    0.01% of the 13F portfolio, value $746,603.

    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 75,255 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $987,912.

    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).