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Atria Wealth Solutions, Inc.: QQQX position timeline

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

Atria Wealth Solutions, Inc. held 15,023 QQQX 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 15,023 shares
    Change vs previous 13F -15,318 shares

    0.01% of the 13F portfolio, value $406,060.

    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 30,341 shares
    Change vs previous 13F -489 shares

    0.01% of the 13F portfolio, value $737,501.

    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 30,830 shares
    Change vs previous 13F +51 shares

    0.01% of the 13F portfolio, value $833,949.

    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 30,779 shares
    Change vs previous 13F -1,150 shares

    0.01% of the 13F portfolio, value $786,244.

    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 31,929 shares
    Change vs previous 13F -9,149 shares

    0.01% of the 13F portfolio, value $817,132.

    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 41,078 shares
    Change vs previous 13F -29,259 shares

    0.01% of the 13F portfolio, value $1,008,588.

    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 70,337 shares
    Change vs previous 13F -30,747 shares

    0.02% of the 13F portfolio, value $1,628,313.

    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 101,084 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,311,415.

    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).