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Atria Wealth Solutions, Inc.: SLQD position timeline

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

Atria Wealth Solutions, Inc. held 4,895 SLQD 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 4,895 shares
    Change vs previous 13F -200,549 shares

    0.01% of the 13F portfolio, value $246,682.

    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 205,444 shares
    Change vs previous 13F +192,656 shares

    0.12% of the 13F portfolio, value $10,329,743.

    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 12,788 shares
    Change vs previous 13F +78 shares

    0.01% of the 13F portfolio, value $636,097.

    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 12,710 shares
    Change vs previous 13F -516 shares

    0.01% of the 13F portfolio, value $640,985.

    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 13,226 shares
    Change vs previous 13F -88,528 shares

    0.01% of the 13F portfolio, value $651,389.

    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 101,754 shares
    Change vs previous 13F +4,974 shares

    0.06% of the 13F portfolio, value $5,008,336.

    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 96,780 shares
    Change vs previous 13F +1,340 shares

    0.06% of the 13F portfolio, value $4,761,563.

    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 95,440 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $4,580,676.

    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).