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Atria Wealth Solutions, Inc.: EMXC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Atria Wealth Solutions, Inc. on EMXC, newest first. How the timeline and the estimate are built.

Atria Wealth Solutions, Inc. held 37,944 EMXC shares at 2025-06-30 per its 13F-HR filed 2025-07-25.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 37,944 shares
    Change vs previous 13F -235,850 shares

    0.05% of the 13F portfolio, value $2,418,901.

    13F-HR 0001420506-25-001582 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-03-31
    13F 273,794 shares
    Change vs previous 13F -80,863 shares

    0.18% of the 13F portfolio, value $15,083,313.

    13F-HR 0001420506-25-000956 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-12-31
    13F 354,657 shares
    Change vs previous 13F +23,966 shares

    0.22% of the 13F portfolio, value $19,665,748.

    13F-HR 0001420506-25-000086 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-09-30
    13F 330,691 shares
    Change vs previous 13F +92,885 shares

    0.22% of the 13F portfolio, value $20,208,532.

    13F-HR 0001420506-24-002255 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-06-30
    13F 237,806 shares
    Change vs previous 13F +24,431 shares

    0.16% of the 13F portfolio, value $14,078,127.

    13F-HR 0001420506-24-001135 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-03-31
    13F 213,375 shares
    Change vs previous 13F +102,306 shares

    0.14% of the 13F portfolio, value $12,284,035.

    13F-HR 0001420506-24-000768 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2023-12-31
    13F 111,069 shares
    Change vs previous 13F +105,808 shares

    0.08% of the 13F portfolio, value $6,154,368.

    13F-HR 0001420506-24-000118 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2023-09-30
    13F 5,261 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $262,156.

    13F-HR 0001420506-23-001936 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).