Filer Snapshot

Atria Wealth Solutions, Inc. SEC EDGAR Filings

SEC filings, ownership reports, and insider transactions for CIK 0001927543.

Entity Type

Company

Total Filings

18

Latest Filing

25 Jul 2025

Industry

n/a

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Source: SEC Form 13F

13F-HR filed on 25 Jul 2025 for CIK 0001927543.

View Source Filing
Business address
295 Madison Avenue, Suite 1407, New York, NY, 10017
Top securities (13F)
IVV, NVDA, QQQ, AAPL, MSFT, SPY, QUAL, VOO, IUSB, AMZN, VTI, IVW, VIG, CGDV, BRKB, META, BND, GSY, VEA, and JEPI
State of incorporation
DE
Fiscal year end
31 December

Key facts

  • Atria Wealth Solutions, Inc. is an SEC filer tracked under CIK 0001927543.
  • 18 filings are listed on this profile.
  • Common form coverage includes 13F-HR, 13F-HR/A.

Change

  • Latest filing: 13F-HR filed on 25 Jul 2025.
  • Report period: 30 Jun 2025.

Research use

  • You can quote filing dates and form types directly from the SEC record on this page.
  • Use this profile before deeper ownership or insider analysis to confirm filing history context.

Evidence

Source: SEC Form 13F

13F-HR filed on 25 Jul 2025 for CIK 0001927543.

View Source Filing

Return Loop

Why revisit this filer page

A newly filed 13F-HR can change the filing history, ownership context, or next research path for Atria Wealth Solutions, Inc..

Latest source-backed update
13F-HR filed 25 Jul 2025
Why come back
Revisit after a new SEC filing appears to compare the updated record with prior filings.
  • Latest filing on record: 13F-HR filed 25 Jul 2025.
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Filer freshness comes from SEC EDGAR submission history and related source-backed ownership or portfolio filings when available.

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Latest update

What changed recently for Atria Wealth Solutions, Inc.

New filing available

Latest 13F period: Q2 2025. Open the source-backed page to inspect the fresh filing or facts context.

Update date

25 Jul 2025

Page type

Filer profile

Latest period

Q2 2025

Institutional portfolio context was refreshed from a 13F filing filed on 25 Jul 2025.

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Benchmark Context

Benchmark context for this company

Atria Wealth Solutions, Inc. has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.

Compared with

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Why this is notable

Latest 13F period: Q2 2025. That gives you a fresh baseline before you compare this company with peers.

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Company intelligence

Atria Wealth Solutions, Inc.: filings, ownership, insiders

CIK 0001927543. Open the active data lane, then verify the SEC filing behind the row.

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Active modules

2/5

Available company intelligence paths on this page.

Filings

18

SEC submissions provide the evidence trail.

Ownership context

1/3

Insider, large-stake, and institutional ownership lanes.

Return loop

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Return when a new SEC-backed change lands.

Research checks

Latest filing

13F-HR filed 25 Jul 2025

Ownership lanes

1/3 active

CIK

0001927543

Next review

watch new filing, insider, 13D/G, or 13F change

SEC-verifiable company research path

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SEC filings

Available

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Financial context

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Forms 3/4/5

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Insider activity

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Schedule 13D/G

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Large-stake holders

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Form 13F

Available

Institutional holders

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SEC-verifiable company hub

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Watchlist return triggers

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new company filing insider Form 4 13D/G holder change 13F holder update

Filer Overview

Atria Wealth Solutions, Inc. has filed 18 SEC EDGAR filings since 16 May 2022. Common forms include 13F-HR, 13F-HR/A.

Atria Wealth Solutions, Inc. SEC filings Atria Wealth Solutions, Inc. 13F portfolio

Latest Filings

Recent SEC filings for Atria Wealth Solutions, Inc. with direct links to document and filing folders.

13F-HR File 028-22515

13F-HR filing

Filing date
25 Jul 2025
Reporting date
30 Jun 2025
SEC evidence
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13F-HR File 028-22515

13F-HR filing

Filing date
09 May 2025
Reporting date
31 Mar 2025
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13F-HR File 028-22515

13F-HR filing

Filing date
31 Jan 2025
Reporting date
31 Dec 2024
SEC evidence
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13F-HR File 028-22515

13F-HR filing

Filing date
08 Nov 2024
Reporting date
30 Sep 2024
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13F-HR File 028-22515

13F-HR filing

Filing date
22 Jul 2024
Reporting date
30 Jun 2024
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13F-HR File 028-22515

13F-HR filing

Filing date
13 May 2024
Reporting date
31 Mar 2024
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13F-HR File 028-22515

13F-HR filing

Filing date
02 Feb 2024
Reporting date
31 Dec 2023
SEC evidence
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13F-HR File 028-22515

13F-HR filing

Filing date
08 Nov 2023
Reporting date
30 Sep 2023
SEC evidence
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13F-HR/A File 028-22515

13F-HR/A filing

Filing date
30 Aug 2023
Reporting date
31 Dec 2022
SEC evidence
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13F-HR/A File 028-22515

13F-HR/A filing

Filing date
23 Aug 2023
Reporting date
31 Mar 2023
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13F-HR File 028-22515

13F-HR filing

Filing date
03 Aug 2023
Reporting date
30 Jun 2023
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13F-HR/A File 028-22515

13F-HR/A filing

Filing date
14 Jun 2023
Reporting date
31 Mar 2023
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13F-HR File 028-22515

13F-HR filing

Filing date
10 May 2023
Reporting date
31 Mar 2023
SEC evidence
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13F-HR File 028-22515

13F-HR filing

Filing date
13 Feb 2023
Reporting date
31 Dec 2022
SEC evidence
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13F-HR/A File 028-22515

13F-HR/A filing

Filing date
13 Feb 2023
Reporting date
30 Sep 2022
SEC evidence
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13F-HR File 028-22515

13F-HR filing

Filing date
14 Nov 2022
Reporting date
30 Sep 2022
SEC evidence
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13F-HR File 028-22515

13F-HR filing

Filing date
15 Aug 2022
Reporting date
30 Jun 2022
SEC evidence
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13F-HR File 028-22515

13F-HR filing

Filing date
16 May 2022
Reporting date
31 Mar 2022
SEC evidence
Open document Open filing
Next action
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About this filer

Atria Wealth Solutions, Inc. files with the SEC under CIK 0001927543. This page aggregates EDGAR filings and related ownership activity.

FAQ

What is a CIK?
A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?
New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?
Updates follow new EDGAR submissions and periodic data refreshes.
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