Atria Wealth Solutions, Inc.: JXI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Atria Wealth Solutions, Inc. on JXI, newest first. How the timeline and the estimate are built.
Atria Wealth Solutions, Inc. held 0 JXI shares at 2024-09-30 per its 13F-HR filed 2024-11-08.
the latest 13F is the newest step
- period ended2024-09-3013F 0 sharesChange vs previous 13F -10,314 shares
13F-HR 0001420506-24-002255 filed by Atria Wealth Solutions, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2024-06-3013F 10,314 sharesChange vs previous 13F +5,410 shares
0.01% of the 13F portfolio, value $617,500.
13F-HR 0001420506-24-001135 filed by Atria Wealth Solutions, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-03-3113F 4,904 sharesChange vs previous 13F -365 shares
<0.01% of the 13F portfolio, value $289,587.
13F-HR 0001420506-24-000768 filed by Atria Wealth Solutions, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-12-3113F 5,269 sharesChange vs previous 13F +4 shares
<0.01% of the 13F portfolio, value $307,988.
13F-HR 0001420506-24-000118 filed by Atria Wealth Solutions, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-09-3013F 5,265 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $284,275.
13F-HR 0001420506-23-001936 filed by Atria Wealth Solutions, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).