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Atria Wealth Solutions, Inc.: SCHF position timeline

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

Atria Wealth Solutions, Inc. held 36,836 SCHF 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 36,836 shares
    Change vs previous 13F -1,839 shares

    0.02% of the 13F portfolio, value $815,482.

    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 38,675 shares
    Change vs previous 13F +2,534 shares

    0.01% of the 13F portfolio, value $765,008.

    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 36,141 shares
    Change vs previous 13F +4,557 shares

    0.01% of the 13F portfolio, value $668,615.

    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 31,584 shares
    Change vs previous 13F +9,959 shares

    0.01% of the 13F portfolio, value $1,298,756.

    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 21,625 shares
    Change vs previous 13F -10,750 shares

    0.01% of the 13F portfolio, value $835,131.

    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 32,375 shares
    Change vs previous 13F -43,133 shares

    0.01% of the 13F portfolio, value $1,263,276.

    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 75,508 shares
    Change vs previous 13F +13,621 shares

    0.04% of the 13F portfolio, value $2,790,770.

    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 61,887 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,101,661.

    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).