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Atria Wealth Solutions, Inc.

SEC CIK
0001927543
Latest filing
Jul 25, 2025

HFWA holding history

Heritage Financial 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.

HFWA overviewAll 13F holders of HFWAFull Q2 2025 holdings

Shares (Q3 2022)
0
Sold out in Q3 2022
Value
$0
% of portfolio
0.0%
Quarters held
1
Since Q2 2022
Holdings of HFWA by Atria Wealth Solutions, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20220$00.0%−12,485−100.0%Sold outHolders
Q2 202212,485$314.0K<0.1%+12,485NewHolders