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Atria Wealth Solutions, Inc.: SIXO position timeline

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

Atria Wealth Solutions, Inc. held 163,163 SIXO 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 163,163 shares
    Change vs previous 13F -3,482 shares

    0.12% of the 13F portfolio, value $5,402,327.

    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 166,645 shares
    Change vs previous 13F -16,778 shares

    0.06% of the 13F portfolio, value $5,262,649.

    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 183,423 shares
    Change vs previous 13F +27,116 shares

    0.07% of the 13F portfolio, value $5,943,070.

    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 156,307 shares
    Change vs previous 13F -18,705 shares

    0.05% of the 13F portfolio, value $4,965,092.

    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 175,012 shares
    Change vs previous 13F +68,261 shares

    0.06% of the 13F portfolio, value $5,333,648.

    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 106,751 shares
    Change vs previous 13F +15,776 shares

    0.04% of the 13F portfolio, value $3,156,478.

    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 90,975 shares
    Change vs previous 13F +23,699 shares

    0.03% of the 13F portfolio, value $2,626,739.

    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 67,276 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,832,282.

    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).