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Disclosery

Atria Wealth Solutions, Inc.: WM position timeline

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

Atria Wealth Solutions, Inc. held 13,721 WM 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 13,721 shares
    Change vs previous 13F -39,886 shares

    0.07% of the 13F portfolio, value $3,137,529.

    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 53,607 shares
    Change vs previous 13F -526 shares

    0.15% of the 13F portfolio, value $12,410,863.

    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 54,133 shares
    Change vs previous 13F +5,345 shares

    0.12% of the 13F portfolio, value $10,923,608.

    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 48,788 shares
    Change vs previous 13F -1,669 shares

    0.11% of the 13F portfolio, value $10,128,326.

    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 50,457 shares
    Change vs previous 13F +70 shares

    0.12% of the 13F portfolio, value $10,764,749.

    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 50,387 shares
    Change vs previous 13F +4,339 shares

    0.12% of the 13F portfolio, value $10,740,086.

    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 46,048 shares
    Change vs previous 13F +1,524 shares

    0.1% of the 13F portfolio, value $8,247,151.

    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 44,524 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $6,787,361.

    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).