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Disclosery

Atria Wealth Solutions, Inc.: QLD position timeline

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

Atria Wealth Solutions, Inc. held 1,922 QLD 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 1,922 shares
    Change vs previous 13F -3,391 shares

    0.01% of the 13F portfolio, value $226,502.

    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 5,313 shares
    Change vs previous 13F -5,072 shares

    0.01% of the 13F portfolio, value $472,355.

    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 10,385 shares
    Change vs previous 13F +4,473 shares

    0.01% of the 13F portfolio, value $1,124,053.

    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 5,912 shares
    Change vs previous 13F +409 shares

    0.01% of the 13F portfolio, value $595,638.

    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 5,503 shares
    Change vs previous 13F -19 shares

    0.01% of the 13F portfolio, value $549,838.

    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 5,522 shares
    Change vs previous 13F +2,347 shares

    0.01% of the 13F portfolio, value $483,065.

    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 3,175 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $241,300.

    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).