Skip to content
Disclosery

Atria Wealth Solutions, Inc.: ZTS position timeline

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

Atria Wealth Solutions, Inc. held 8,285 ZTS 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 8,285 shares
    Change vs previous 13F -9,142 shares

    0.03% of the 13F portfolio, value $1,295,708.

    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 17,427 shares
    Change vs previous 13F +3,318 shares

    0.03% of the 13F portfolio, value $2,869,305.

    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 14,109 shares
    Change vs previous 13F -1,610 shares

    0.03% of the 13F portfolio, value $2,298,716.

    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 15,719 shares
    Change vs previous 13F -1,314 shares

    0.03% of the 13F portfolio, value $3,071,064.

    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 17,033 shares
    Change vs previous 13F +446 shares

    0.03% of the 13F portfolio, value $2,952,898.

    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 16,587 shares
    Change vs previous 13F -31 shares

    0.03% of the 13F portfolio, value $2,806,569.

    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 16,618 shares
    Change vs previous 13F +643 shares

    0.04% of the 13F portfolio, value $3,279,777.

    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 15,975 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,779,172.

    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).