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Atria Wealth Solutions, Inc.: QQQ position timeline

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

Atria Wealth Solutions, Inc. held 153,194 QQQ 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 153,194 shares
    Change vs previous 13F -119,769 shares

    1.91% of the 13F portfolio, value $84,634,361.

    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 272,963 shares
    Change vs previous 13F -30,843 shares

    1.54% of the 13F portfolio, value $128,094,713.

    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 303,806 shares
    Change vs previous 13F +2,225 shares

    1.7% of the 13F portfolio, value $155,315,020.

    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 301,581 shares
    Change vs previous 13F -28,549 shares

    1.6% of the 13F portfolio, value $147,281,657.

    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 330,130 shares
    Change vs previous 13F -23,907 shares

    1.75% of the 13F portfolio, value $158,281,199.

    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 354,037 shares
    Change vs previous 13F +15,052 shares

    1.78% of the 13F portfolio, value $157,283,117.

    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 338,985 shares
    Change vs previous 13F +50,152 shares

    1.75% of the 13F portfolio, value $138,848,450.

    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 288,833 shares
    Change vs previous 13F not available

    1.45% of the 13F portfolio, value $103,530,628.

    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).