Skip to content
Disclosery

Atria Wealth Solutions, Inc.: SIXF position timeline

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

Atria Wealth Solutions, Inc. held 93,728 SIXF 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 93,728 shares
    Change vs previous 13F -2,272 shares

    0.06% of the 13F portfolio, value $2,775,286.

    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 96,000 shares
    Change vs previous 13F +20,298 shares

    0.03% of the 13F portfolio, value $2,676,480.

    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 75,702 shares
    Change vs previous 13F +3,229 shares

    0.02% of the 13F portfolio, value $2,135,084.

    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 72,473 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,997,899.

    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).