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Atria Wealth Solutions, Inc.: SGOV position timeline

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

Atria Wealth Solutions, Inc. held 58,584 SGOV 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 58,584 shares
    Change vs previous 13F -51,786 shares

    0.13% of the 13F portfolio, value $5,893,216.

    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 110,370 shares
    Change vs previous 13F -45,646 shares

    0.13% of the 13F portfolio, value $11,111,012.

    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 156,016 shares
    Change vs previous 13F +2,687 shares

    0.17% of the 13F portfolio, value $15,651,531.

    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 153,329 shares
    Change vs previous 13F -61,052 shares

    0.17% of the 13F portfolio, value $15,443,323.

    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 214,381 shares
    Change vs previous 13F -5,544 shares

    0.24% of the 13F portfolio, value $21,590,282.

    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 219,925 shares
    Change vs previous 13F +30,802 shares

    0.25% of the 13F portfolio, value $22,148,758.

    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 189,123 shares
    Change vs previous 13F -34,751 shares

    0.24% of the 13F portfolio, value $18,963,406.

    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 223,874 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $22,537,246.

    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).