Atria Wealth Solutions, Inc.: SIXP position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Atria Wealth Solutions, Inc. on SIXP, newest first. How the timeline and the estimate are built.
Atria Wealth Solutions, Inc. held 31,977 SIXP shares at 2025-06-30 per its 13F-HR filed 2025-07-25.
the latest 13F is the newest step
- period ended2025-06-3013F 31,977 sharesChange vs previous 13F -400 shares
0.02% of the 13F portfolio, value $935,596.
13F-HR 0001420506-25-001582 filed by Atria Wealth Solutions, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 32,377 sharesChange vs previous 13F +1,288 shares
0.01% of the 13F portfolio, value $890,134.
13F-HR 0001420506-25-000956 filed by Atria Wealth Solutions, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 31,089 sharesChange vs previous 13F 0 shares
0.01% of the 13F portfolio, value $864,918.
13F-HR 0001420506-25-000086 filed by Atria Wealth Solutions, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 31,089 sharesChange vs previous 13F +21,879 shares
0.01% of the 13F portfolio, value $846,395.
13F-HR 0001420506-24-002255 filed by Atria Wealth Solutions, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-06-3013F 9,210 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $242,085.
13F-HR 0001420506-24-001135 filed by Atria Wealth Solutions, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).