Atria Wealth Solutions, Inc.

SEC CIK: 0001927543
Latest filing: Jul 25, 2025

SEC filings (opens in a new tab)

NAPA holding history

Duckhorn Portfolio, 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.

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

Shares (Q4 2022): 0; Sold out in Q4 2022
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q2 2022

Holdings of NAPA by Atria Wealth Solutions, Inc., by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q4 2022	0	$0	0.0%	−10,200−100.0%	Sold out	Holders
Q3 2022	10,200	$147.2K	<0.1%	−1,350−11.7%	Reduced	Holders
Q2 2022	11,550	$243.0K	<0.1%	+11,550	New	Holders