Skip to content
Disclosery

Atria Wealth Solutions, Inc.: HYG position timeline

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

Atria Wealth Solutions, Inc. held 82,361 HYG 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 82,361 shares
    Change vs previous 13F -81,861 shares

    0.15% of the 13F portfolio, value $6,635,860.

    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 164,222 shares
    Change vs previous 13F -145,610 shares

    0.16% of the 13F portfolio, value $12,955,408.

    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 309,832 shares
    Change vs previous 13F +81,099 shares

    0.27% of the 13F portfolio, value $24,368,362.

    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 228,733 shares
    Change vs previous 13F -10,819 shares

    0.2% of the 13F portfolio, value $18,367,284.

    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 239,552 shares
    Change vs previous 13F -52,715 shares

    0.2% of the 13F portfolio, value $18,478,987.

    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 292,267 shares
    Change vs previous 13F -29,981 shares

    0.26% of the 13F portfolio, value $22,717,908.

    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 322,248 shares
    Change vs previous 13F +75,559 shares

    0.31% of the 13F portfolio, value $24,938,775.

    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 246,689 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $18,185,951.

    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).