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Disclosery

Atria Wealth Solutions, Inc.: ZS position timeline

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

Atria Wealth Solutions, Inc. held 9,447 ZS 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 9,447 shares
    Change vs previous 13F +5,992 shares

    0.07% of the 13F portfolio, value $2,966,298.

    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 3,455 shares
    Change vs previous 13F +490 shares

    0.01% of the 13F portfolio, value $685,541.

    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 2,965 shares
    Change vs previous 13F +474 shares

    0.01% of the 13F portfolio, value $534,916.

    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 2,491 shares
    Change vs previous 13F -5,819 shares

    <0.01% of the 13F portfolio, value $425,822.

    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 8,310 shares
    Change vs previous 13F -183 shares

    0.02% of the 13F portfolio, value $1,597,200.

    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 8,493 shares
    Change vs previous 13F -12,044 shares

    0.02% of the 13F portfolio, value $1,635,949.

    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 20,537 shares
    Change vs previous 13F +11,770 shares

    0.06% of the 13F portfolio, value $4,550,188.

    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 8,767 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,364,068.

    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).