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Atria Wealth Solutions, Inc.: QYLD position timeline

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

Atria Wealth Solutions, Inc. held 205,960 QYLD 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 205,960 shares
    Change vs previous 13F -252,002 shares

    0.08% of the 13F portfolio, value $3,444,214.

    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 457,962 shares
    Change vs previous 13F -1,901 shares

    0.09% of the 13F portfolio, value $7,615,916.

    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 459,863 shares
    Change vs previous 13F +18,382 shares

    0.09% of the 13F portfolio, value $8,415,793.

    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 441,481 shares
    Change vs previous 13F +22,863 shares

    0.09% of the 13F portfolio, value $7,964,316.

    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 418,618 shares
    Change vs previous 13F -15,125 shares

    0.08% of the 13F portfolio, value $7,461,338.

    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 433,743 shares
    Change vs previous 13F +83,853 shares

    0.09% of the 13F portfolio, value $7,768,390.

    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 349,890 shares
    Change vs previous 13F +10,071 shares

    0.08% of the 13F portfolio, value $6,102,997.

    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 339,819 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $5,698,752.

    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).