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Atria Wealth Solutions, Inc.

SEC CIK
0001927543
Latest filing
Jul 25, 2025

KW holding history

Kennedy-Wilson 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.

KW overviewAll 13F holders of KWFull Q2 2025 holdings

Shares (Q3 2023)
0
Sold out in Q3 2023
Value
$0
% of portfolio
0.0%
Quarters held
6
Since Q1 2022
Holdings of KW by Atria Wealth Solutions, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20230$00.0%−49,421−100.0%Sold outHolders
Q2 202349,421$818.9K<0.1%−1,089−2.2%ReducedHolders
Q1 202350,510$850.1K<0.1%00.0%UnchangedHolders
Q4 202250,510$806.6K<0.1%+10.0%AddedHolders
Q3 202250,509$780.9K<0.1%+801+1.6%AddedHolders
Q2 202249,708$953.0K<0.1%+801+1.6%AddedHolders
Q1 202248,907$1.21M<0.1%–No prior filingHolders