Atria Wealth Solutions, Inc.

SEC CIK: 0001927543
Latest filing: Jul 25, 2025

SEC filings (opens in a new tab)

AVLR holding history

Avalara, Inc. 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.

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

Shares (Q3 2022): 0; Sold out in Q3 2022
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q1 2022

Holdings of AVLR by Atria Wealth Solutions, Inc., by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2022	0	$0	0.0%	−7,624−100.0%	Sold out	Holders
Q2 2022	7,624	$538.0K	<0.1%	+3,339+77.9%	Added	Holders
Q1 2022	4,285	$426.0K	<0.1%	–	No prior filing	Holders