Atria Wealth Solutions, Inc.

SEC CIK: 0001927543
Latest filing: Jul 25, 2025

SEC filings (opens in a new tab)

BFH holding history

Bread Financial Holdings, 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.

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

Shares (Q2 2025): 3,953
Value: $225.8K
% of portfolio: <0.1%
Quarters held: 2; Since Q4 2023

Holdings of BFH by Atria Wealth Solutions, Inc., by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2025	3,953	$225.8K	<0.1%	+3,953	New	Holders
Q1 2024	0	$0	0.0%	−6,250−100.0%	Sold out	Holders
Q4 2023	6,250	$205.9K	<0.1%	+6,250	New	Holders