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Disclosery

Atria Wealth Solutions, Inc.: SHY position timeline

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

Atria Wealth Solutions, Inc. held 46,476 SHY 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 46,476 shares
    Change vs previous 13F -103,270 shares

    0.09% of the 13F portfolio, value $3,848,074.

    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 149,746 shares
    Change vs previous 13F -10,497 shares

    0.15% of the 13F portfolio, value $12,388,477.

    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 160,243 shares
    Change vs previous 13F +26,079 shares

    0.14% of the 13F portfolio, value $13,136,727.

    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 134,164 shares
    Change vs previous 13F -6,423 shares

    0.12% of the 13F portfolio, value $11,155,698.

    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 140,587 shares
    Change vs previous 13F -9,077 shares

    0.13% of the 13F portfolio, value $11,479,008.

    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 149,664 shares
    Change vs previous 13F -4,600 shares

    0.14% of the 13F portfolio, value $12,239,551.

    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 154,264 shares
    Change vs previous 13F +43,808 shares

    0.16% of the 13F portfolio, value $12,655,847.

    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 110,456 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $8,943,632.

    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).