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Atria Wealth Solutions, Inc.: SCHX position timeline

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

Atria Wealth Solutions, Inc. held 150,787 SCHX 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 150,787 shares
    Change vs previous 13F -23,100 shares

    0.08% of the 13F portfolio, value $3,685,234.

    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 173,887 shares
    Change vs previous 13F -169,269 shares

    0.05% of the 13F portfolio, value $3,839,435.

    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 343,156 shares
    Change vs previous 13F +262,102 shares

    0.09% of the 13F portfolio, value $7,954,361.

    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 81,054 shares
    Change vs previous 13F +11,692 shares

    0.06% of the 13F portfolio, value $5,499,527.

    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 69,362 shares
    Change vs previous 13F -3,509 shares

    0.05% of the 13F portfolio, value $4,467,855.

    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 72,871 shares
    Change vs previous 13F +2,391 shares

    0.05% of the 13F portfolio, value $4,522,353.

    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 70,480 shares
    Change vs previous 13F +3,859 shares

    0.05% of the 13F portfolio, value $3,975,113.

    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 66,621 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $3,371,043.

    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).