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Atria Wealth Solutions, Inc.

SEC CIK
0001927543
Latest filing
Jul 25, 2025

LW holding history

Lamb Weston 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.

LW overviewAll 13F holders of LWFull Q2 2025 holdings

Shares (Q2 2025)
12,955
Value
$671.9K
% of portfolio
<0.1%
Quarters held
11
Since Q3 2022
Holdings of LW by Atria Wealth Solutions, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202512,955$671.9K<0.1%−39,392−75.3%ReducedHolders
Q1 202552,347$2.79M<0.1%+9,699+22.7%AddedHolders
Q4 202442,648$2.85M<0.1%+42,648NewHolders
Q3 20240$00.0%−2,551−100.0%Sold outHolders
Q2 20242,551$214.5K<0.1%−8,834−77.6%ReducedHolders
Q1 202411,385$1.21M<0.1%−226−1.9%ReducedHolders
Q4 202311,611$1.26M<0.1%+7,458+179.6%AddedHolders
Q3 20234,153$384.0K<0.1%−1,501−26.5%ReducedHolders
Q2 20235,654$650.0K<0.1%+1,959+53.0%AddedHolders
Q1 20233,695$386.2K<0.1%−207−5.3%ReducedHolders
Q4 20223,902$348.6K<0.1%+49+1.3%AddedHolders
Q3 20223,853$298.1K<0.1%+3,853NewHolders