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Disclosery

Atria Wealth Solutions, Inc.: WPC position timeline

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

Atria Wealth Solutions, Inc. held 15,381 WPC 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 15,381 shares
    Change vs previous 13F -88,779 shares

    0.02% of the 13F portfolio, value $970,780.

    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 104,160 shares
    Change vs previous 13F +2,087 shares

    0.08% of the 13F portfolio, value $6,579,601.

    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 102,073 shares
    Change vs previous 13F +36,354 shares

    0.06% of the 13F portfolio, value $5,567,487.

    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 65,719 shares
    Change vs previous 13F -1,854 shares

    0.04% of the 13F portfolio, value $4,103,996.

    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 67,573 shares
    Change vs previous 13F -4,270 shares

    0.04% of the 13F portfolio, value $3,729,760.

    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 71,843 shares
    Change vs previous 13F +424 shares

    0.05% of the 13F portfolio, value $4,111,167.

    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 71,419 shares
    Change vs previous 13F +1,215 shares

    0.06% of the 13F portfolio, value $4,639,792.

    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 70,204 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $3,806,241.

    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).