Skip to content
Disclosery

Atria Wealth Solutions, Inc.: SCHG position timeline

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

Atria Wealth Solutions, Inc. held 441,275 SCHG 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 441,275 shares
    Change vs previous 13F -468,262 shares

    0.29% of the 13F portfolio, value $12,892,616.

    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 909,537 shares
    Change vs previous 13F -58,664 shares

    0.27% of the 13F portfolio, value $22,774,814.

    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 968,201 shares
    Change vs previous 13F +730,558 shares

    0.3% of the 13F portfolio, value $26,983,745.

    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 237,643 shares
    Change vs previous 13F -21,017 shares

    0.27% of the 13F portfolio, value $24,757,736.

    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 258,660 shares
    Change vs previous 13F +22,703 shares

    0.29% of the 13F portfolio, value $26,103,399.

    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 235,957 shares
    Change vs previous 13F +35,735 shares

    0.25% of the 13F portfolio, value $21,877,940.

    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 200,222 shares
    Change vs previous 13F +21,870 shares

    0.21% of the 13F portfolio, value $16,614,367.

    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 178,352 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $12,969,681.

    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).