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Disclosery

Atria Wealth Solutions, Inc.: SDY position timeline

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

Atria Wealth Solutions, Inc. held 38,189 SDY 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 38,189 shares
    Change vs previous 13F -35,408 shares

    0.12% of the 13F portfolio, value $5,196,375.

    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 73,597 shares
    Change vs previous 13F -32,732 shares

    0.12% of the 13F portfolio, value $9,985,812.

    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 106,329 shares
    Change vs previous 13F +4,682 shares

    0.15% of the 13F portfolio, value $14,045,972.

    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 101,647 shares
    Change vs previous 13F -8,805 shares

    0.16% of the 13F portfolio, value $14,438,020.

    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 110,452 shares
    Change vs previous 13F -20,199 shares

    0.16% of the 13F portfolio, value $14,047,432.

    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 130,651 shares
    Change vs previous 13F -1,210 shares

    0.19% of the 13F portfolio, value $17,146,749.

    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 131,861 shares
    Change vs previous 13F -341 shares

    0.21% of the 13F portfolio, value $16,478,604.

    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 132,202 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $15,204,545.

    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).