Atria Wealth Solutions, Inc.

SEC CIK: 0001927543
Latest filing: Jul 25, 2025

SEC filings (opens in a new tab)

APPN holding history

Appian Corp in every 13F filed by Atria Wealth Solutions, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

APPN overview All 13F holders of APPN Full Q2 2025 holdings

Shares (Q4 2023): 0; Sold out in Q4 2023
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q1 2022

Holdings of APPN by Atria Wealth Solutions, Inc., by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q4 2023	0	$0	0.0%	−4,680−100.0%	Sold out	Holders
Q3 2023	4,680	$213.5K	<0.1%	+4,680	New	Holders
Q2 2022	0	$0	0.0%	−4,363−100.0%	Sold out	Holders
Q1 2022	4,363	$265.0K	<0.1%	–	No prior filing	Holders