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Atria Wealth Solutions, Inc.: HYLS position timeline

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

Atria Wealth Solutions, Inc. held 24,961 HYLS 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 24,961 shares
    Change vs previous 13F -68,842 shares

    0.02% of the 13F portfolio, value $1,043,967.

    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 93,803 shares
    Change vs previous 13F +52,145 shares

    0.05% of the 13F portfolio, value $3,849,697.

    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 41,658 shares
    Change vs previous 13F -19,112 shares

    0.02% of the 13F portfolio, value $1,721,685.

    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 60,770 shares
    Change vs previous 13F -2,143 shares

    0.03% of the 13F portfolio, value $2,549,898.

    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 62,913 shares
    Change vs previous 13F -1,291 shares

    0.03% of the 13F portfolio, value $2,556,186.

    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 64,204 shares
    Change vs previous 13F +2,325 shares

    0.03% of the 13F portfolio, value $2,647,132.

    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 61,879 shares
    Change vs previous 13F -64,470 shares

    0.03% of the 13F portfolio, value $2,572,295.

    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 126,349 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $4,956,674.

    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).