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Disclosery

Atria Wealth Solutions, Inc.: WHR position timeline

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

Atria Wealth Solutions, Inc. held 1,915 WHR 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 1,915 shares
    Change vs previous 13F -532 shares

    <0.01% of the 13F portfolio, value $209,963.

    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 2,447 shares
    Change vs previous 13F -2,710 shares

    <0.01% of the 13F portfolio, value $220,570.

    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 5,157 shares
    Change vs previous 13F -975 shares

    0.01% of the 13F portfolio, value $590,429.

    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 6,132 shares
    Change vs previous 13F +459 shares

    0.01% of the 13F portfolio, value $656,091.

    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 5,673 shares
    Change vs previous 13F +311 shares

    0.01% of the 13F portfolio, value $579,797.

    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 5,362 shares
    Change vs previous 13F +2,552 shares

    0.01% of the 13F portfolio, value $641,491.

    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 2,810 shares
    Change vs previous 13F -13 shares

    <0.01% of the 13F portfolio, value $342,115.

    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 2,823 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $377,384.

    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).