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Atria Wealth Solutions, Inc.: LX position timeline

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

Atria Wealth Solutions, Inc. held 13,700 LX 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 13,700 shares
    Change vs previous 13F -1,000 shares

    <0.01% of the 13F portfolio, value $98,777.

    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 14,700 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $148,323.

    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 14,700 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $85,260.

    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 14,700 shares
    Change vs previous 13F -10,000 shares

    <0.01% of the 13F portfolio, value $41,042.

    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 24,700 shares
    Change vs previous 13F -500 shares

    <0.01% of the 13F portfolio, value $40,755.

    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 25,200 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $45,360.

    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 25,200 shares
    Change vs previous 13F -71,000 shares

    <0.01% of the 13F portfolio, value $46,368.

    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 96,200 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $215,641.

    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).