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Atria Wealth Solutions, Inc.: SCHB position timeline

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

Atria Wealth Solutions, Inc. held 221,297 SCHB 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 221,297 shares
    Change vs previous 13F -58,395 shares

    0.12% of the 13F portfolio, value $5,277,551.

    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 279,692 shares
    Change vs previous 13F -6,797 shares

    0.07% of the 13F portfolio, value $6,021,782.

    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 286,489 shares
    Change vs previous 13F +217,338 shares

    0.07% of the 13F portfolio, value $6,503,308.

    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 69,151 shares
    Change vs previous 13F +122 shares

    0.05% of the 13F portfolio, value $4,599,915.

    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 69,029 shares
    Change vs previous 13F -19,559 shares

    0.05% of the 13F portfolio, value $4,350,314.

    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 88,588 shares
    Change vs previous 13F -6,522 shares

    0.06% of the 13F portfolio, value $5,408,316.

    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 95,110 shares
    Change vs previous 13F +21,696 shares

    0.07% of the 13F portfolio, value $5,294,775.

    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 73,414 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $3,659,743.

    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).