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Atria Wealth Solutions, Inc.: SECT position timeline

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

Atria Wealth Solutions, Inc. held 108,779 SECT 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 108,779 shares
    Change vs previous 13F -338,102 shares

    0.14% of the 13F portfolio, value $6,326,128.

    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 446,881 shares
    Change vs previous 13F +44,862 shares

    0.28% of the 13F portfolio, value $22,817,770.

    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 402,019 shares
    Change vs previous 13F +50,514 shares

    0.24% of the 13F portfolio, value $22,094,992.

    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 351,505 shares
    Change vs previous 13F -53,108 shares

    0.21% of the 13F portfolio, value $18,900,451.

    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 404,613 shares
    Change vs previous 13F +51,089 shares

    0.23% of the 13F portfolio, value $20,671,673.

    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 353,524 shares
    Change vs previous 13F +27,736 shares

    0.2% of the 13F portfolio, value $17,810,534.

    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 325,788 shares
    Change vs previous 13F +85,697 shares

    0.19% of the 13F portfolio, value $15,201,474.

    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 240,091 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $10,122,670.

    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).