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Atria Wealth Solutions, Inc.: WMT position timeline

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

Atria Wealth Solutions, Inc. held 152,906 WMT 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 152,906 shares
    Change vs previous 13F -117,238 shares

    0.34% of the 13F portfolio, value $14,960,061.

    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 270,144 shares
    Change vs previous 13F -20,582 shares

    0.29% of the 13F portfolio, value $23,748,852.

    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 290,726 shares
    Change vs previous 13F +9,794 shares

    0.29% of the 13F portfolio, value $26,311,414.

    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 280,932 shares
    Change vs previous 13F -3,682 shares

    0.25% of the 13F portfolio, value $22,685,205.

    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 284,614 shares
    Change vs previous 13F -10,821 shares

    0.21% of the 13F portfolio, value $19,271,265.

    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 295,435 shares
    Change vs previous 13F +205,607 shares

    0.2% of the 13F portfolio, value $17,800,122.

    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 89,828 shares
    Change vs previous 13F -767 shares

    0.18% of the 13F portfolio, value $14,199,467.

    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 90,595 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $14,488,941.

    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).