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Disclosery

Atria Wealth Solutions, Inc.: SHEL position timeline

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

Atria Wealth Solutions, Inc. held 12,995 SHEL 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 12,995 shares
    Change vs previous 13F -13,649 shares

    0.02% of the 13F portfolio, value $920,972.

    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 26,644 shares
    Change vs previous 13F -18,014 shares

    0.02% of the 13F portfolio, value $1,952,473.

    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 44,658 shares
    Change vs previous 13F +7,219 shares

    0.03% of the 13F portfolio, value $2,797,844.

    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 37,439 shares
    Change vs previous 13F -1,170 shares

    0.03% of the 13F portfolio, value $2,469,102.

    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 38,609 shares
    Change vs previous 13F -15,905 shares

    0.03% of the 13F portfolio, value $2,786,846.

    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 54,514 shares
    Change vs previous 13F +698 shares

    0.04% of the 13F portfolio, value $3,654,598.

    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 53,816 shares
    Change vs previous 13F -1,021 shares

    0.04% of the 13F portfolio, value $3,541,075.

    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 54,837 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $3,530,423.

    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).