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Disclosery

Atria Wealth Solutions, Inc.: SCZ position timeline

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

Atria Wealth Solutions, Inc. held 11,324 SCZ 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 11,324 shares
    Change vs previous 13F +157 shares

    0.02% of the 13F portfolio, value $823,014.

    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 11,167 shares
    Change vs previous 13F -8 shares

    0.01% of the 13F portfolio, value $709,427.

    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 11,175 shares
    Change vs previous 13F -71 shares

    0.01% of the 13F portfolio, value $678,869.

    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 11,246 shares
    Change vs previous 13F -5,197 shares

    0.01% of the 13F portfolio, value $761,341.

    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 16,443 shares
    Change vs previous 13F -3,436 shares

    0.01% of the 13F portfolio, value $1,013,534.

    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 19,879 shares
    Change vs previous 13F +1,152 shares

    0.01% of the 13F portfolio, value $1,258,955.

    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 18,727 shares
    Change vs previous 13F -3,067 shares

    0.01% of the 13F portfolio, value $1,159,238.

    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 21,794 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,230,763.

    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).