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Atria Wealth Solutions, Inc.: HYT position timeline

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

Atria Wealth Solutions, Inc. held 70,651 HYT 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 70,651 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $689,275.

    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 70,651 shares
    Change vs previous 13F +5,596 shares

    0.01% of the 13F portfolio, value $676,837.

    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 65,055 shares
    Change vs previous 13F +2,530 shares

    0.01% of the 13F portfolio, value $638,190.

    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 62,525 shares
    Change vs previous 13F -2,200 shares

    0.01% of the 13F portfolio, value $629,002.

    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 64,725 shares
    Change vs previous 13F -600 shares

    0.01% of the 13F portfolio, value $627,185.

    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 65,325 shares
    Change vs previous 13F +700 shares

    0.01% of the 13F portfolio, value $639,532.

    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 64,625 shares
    Change vs previous 13F +200 shares

    0.01% of the 13F portfolio, value $609,414.

    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 64,425 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $555,988.

    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).