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Atria Wealth Solutions, Inc.: SCHZ position timeline

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

Atria Wealth Solutions, Inc. held 199,524 SCHZ 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 199,524 shares
    Change vs previous 13F -40,671 shares

    0.1% of the 13F portfolio, value $4,633,289.

    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 240,195 shares
    Change vs previous 13F -118,738 shares

    0.07% of the 13F portfolio, value $5,562,907.

    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 358,933 shares
    Change vs previous 13F +219,567 shares

    0.09% of the 13F portfolio, value $8,147,783.

    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 139,366 shares
    Change vs previous 13F -2,367 shares

    0.07% of the 13F portfolio, value $6,622,682.

    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 141,733 shares
    Change vs previous 13F +1,263 shares

    0.07% of the 13F portfolio, value $6,460,203.

    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 140,470 shares
    Change vs previous 13F -13,530 shares

    0.07% of the 13F portfolio, value $6,461,656.

    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 154,000 shares
    Change vs previous 13F -12,666 shares

    0.09% of the 13F portfolio, value $7,179,462.

    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 166,666 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $7,371,666.

    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).