Skip to content
Disclosery

Atria Wealth Solutions, Inc.: QQQM position timeline

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

Atria Wealth Solutions, Inc. held 64,643 QQQM 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 64,643 shares
    Change vs previous 13F -2,705 shares

    0.33% of the 13F portfolio, value $14,681,378.

    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 67,348 shares
    Change vs previous 13F -130,423 shares

    0.16% of the 13F portfolio, value $12,999,624.

    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 197,771 shares
    Change vs previous 13F +107,858 shares

    0.46% of the 13F portfolio, value $41,620,931.

    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 89,913 shares
    Change vs previous 13F +49,020 shares

    0.2% of the 13F portfolio, value $18,059,130.

    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 40,893 shares
    Change vs previous 13F -27,894 shares

    0.09% of the 13F portfolio, value $8,060,597.

    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 68,787 shares
    Change vs previous 13F -7,252 shares

    0.14% of the 13F portfolio, value $12,566,620.

    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 76,039 shares
    Change vs previous 13F +17,438 shares

    0.16% of the 13F portfolio, value $12,815,483.

    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 58,601 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $8,638,428.

    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).