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Atria Wealth Solutions, Inc.

SEC CIK
0001927543
Latest filing
Jul 25, 2025

FOUR holding history

Shift4 Payments, 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.

FOUR overviewAll 13F holders of FOURFull Q2 2025 holdings

Shares (Q2 2025)
2,359
Value
$240.1K
% of portfolio
<0.1%
Quarters held
4
Since Q2 2023
Holdings of FOUR by Atria Wealth Solutions, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20252,359$240.1K<0.1%+2,359NewHolders
Q1 20250$00.0%−2,162−100.0%Sold outHolders
Q4 20242,162$224.4K<0.1%−167−7.2%ReducedHolders
Q3 20242,329$206.3K<0.1%+2,329NewHolders
Q3 20230$00.0%−5,290−100.0%Sold outHolders
Q2 20235,290$359.2K<0.1%+5,290NewHolders