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Atria Wealth Solutions, Inc.: SHYG position timeline

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

Atria Wealth Solutions, Inc. held 36,809 SHYG 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 36,809 shares
    Change vs previous 13F -132,514 shares

    0.04% of the 13F portfolio, value $1,587,090.

    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 169,323 shares
    Change vs previous 13F -22,036 shares

    0.09% of the 13F portfolio, value $7,199,592.

    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 191,359 shares
    Change vs previous 13F +4,249 shares

    0.09% of the 13F portfolio, value $8,153,797.

    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 187,110 shares
    Change vs previous 13F -41,964 shares

    0.09% of the 13F portfolio, value $8,124,265.

    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 229,074 shares
    Change vs previous 13F +64,613 shares

    0.11% of the 13F portfolio, value $9,666,943.

    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 164,461 shares
    Change vs previous 13F +34,535 shares

    0.08% of the 13F portfolio, value $6,997,831.

    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 129,926 shares
    Change vs previous 13F +18,822 shares

    0.07% of the 13F portfolio, value $5,485,457.

    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 111,104 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $4,558,606.

    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).