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Atria Wealth Solutions, Inc.: SLB position timeline

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

Atria Wealth Solutions, Inc. held 6,298 SLB 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 6,298 shares
    Change vs previous 13F -27,245 shares

    <0.01% of the 13F portfolio, value $213,415.

    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 33,543 shares
    Change vs previous 13F -11,287 shares

    0.02% of the 13F portfolio, value $1,412,347.

    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 44,830 shares
    Change vs previous 13F +13,134 shares

    0.02% of the 13F portfolio, value $1,719,306.

    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 31,696 shares
    Change vs previous 13F -4,675 shares

    0.01% of the 13F portfolio, value $1,330,149.

    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 36,371 shares
    Change vs previous 13F -2,303 shares

    0.02% of the 13F portfolio, value $1,716,702.

    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 38,674 shares
    Change vs previous 13F -108 shares

    0.02% of the 13F portfolio, value $2,128,184.

    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 38,782 shares
    Change vs previous 13F +4,368 shares

    0.03% of the 13F portfolio, value $2,018,894.

    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 34,414 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,006,920.

    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).