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Atria Wealth Solutions, Inc.: OXY position timeline

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

Atria Wealth Solutions, Inc. held 4,944 OXY 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 4,944 shares
    Change vs previous 13F -6,905 shares

    <0.01% of the 13F portfolio, value $207,991.

    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 11,849 shares
    Change vs previous 13F -13,410 shares

    0.01% of the 13F portfolio, value $585,090.

    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 25,259 shares
    Change vs previous 13F +12,251 shares

    0.01% of the 13F portfolio, value $1,248,046.

    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 13,008 shares
    Change vs previous 13F -14,511 shares

    0.01% of the 13F portfolio, value $670,421.

    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 27,519 shares
    Change vs previous 13F +176 shares

    0.02% of the 13F portfolio, value $1,735,499.

    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 27,343 shares
    Change vs previous 13F -3,023 shares

    0.02% of the 13F portfolio, value $1,780,672.

    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 30,366 shares
    Change vs previous 13F +1,180 shares

    0.02% of the 13F portfolio, value $1,813,817.

    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 29,186 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,894,132.

    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).