Skip to content
Disclosery

Atria Wealth Solutions, Inc.: WST position timeline

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

Atria Wealth Solutions, Inc. held 1,123 WST 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 1,123 shares
    Change vs previous 13F -2,898 shares

    0.01% of the 13F portfolio, value $245,989.

    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 4,021 shares
    Change vs previous 13F +1,258 shares

    0.01% of the 13F portfolio, value $900,248.

    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 2,763 shares
    Change vs previous 13F -205 shares

    0.01% of the 13F portfolio, value $905,164.

    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 2,968 shares
    Change vs previous 13F -318 shares

    0.01% of the 13F portfolio, value $890,968.

    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 3,286 shares
    Change vs previous 13F -309 shares

    0.01% of the 13F portfolio, value $1,082,478.

    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 3,595 shares
    Change vs previous 13F -88 shares

    0.02% of the 13F portfolio, value $1,422,674.

    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 3,683 shares
    Change vs previous 13F -29 shares

    0.02% of the 13F portfolio, value $1,296,933.

    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 3,712 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,392,847.

    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).