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Atria Wealth Solutions, Inc.: WMB position timeline

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

Atria Wealth Solutions, Inc. held 21,409 WMB 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 21,409 shares
    Change vs previous 13F -13,821 shares

    0.03% of the 13F portfolio, value $1,338,736.

    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 35,230 shares
    Change vs previous 13F -23,999 shares

    0.03% of the 13F portfolio, value $2,105,376.

    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 59,229 shares
    Change vs previous 13F +8,559 shares

    0.04% of the 13F portfolio, value $3,205,501.

    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 50,670 shares
    Change vs previous 13F -525 shares

    0.03% of the 13F portfolio, value $2,313,051.

    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 51,195 shares
    Change vs previous 13F -5,227 shares

    0.02% of the 13F portfolio, value $2,175,846.

    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 56,422 shares
    Change vs previous 13F +1,694 shares

    0.02% of the 13F portfolio, value $2,198,753.

    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 54,728 shares
    Change vs previous 13F +4,361 shares

    0.02% of the 13F portfolio, value $1,906,335.

    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 50,367 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,696,862.

    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).