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Disclosery

Atria Wealth Solutions, Inc.: SIXJ position timeline

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

Atria Wealth Solutions, Inc. held 158,790 SIXJ 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 158,790 shares
    Change vs previous 13F -7,176 shares

    0.11% of the 13F portfolio, value $5,082,868.

    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 165,966 shares
    Change vs previous 13F +6,922 shares

    0.06% of the 13F portfolio, value $4,969,371.

    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 159,044 shares
    Change vs previous 13F +4,054 shares

    0.05% of the 13F portfolio, value $4,832,727.

    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 154,990 shares
    Change vs previous 13F +43,280 shares

    0.05% of the 13F portfolio, value $4,556,830.

    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 111,710 shares
    Change vs previous 13F +27,808 shares

    0.04% of the 13F portfolio, value $3,172,564.

    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 83,902 shares
    Change vs previous 13F +34,462 shares

    0.03% of the 13F portfolio, value $2,331,267.

    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 49,440 shares
    Change vs previous 13F +11,861 shares

    0.02% of the 13F portfolio, value $1,312,311.

    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 37,579 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $922,204.

    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).