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Disclosery

Atria Wealth Solutions, Inc.: SLV position timeline

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

Atria Wealth Solutions, Inc. held 88,111 SLV 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 88,111 shares
    Change vs previous 13F -223,244 shares

    0.07% of the 13F portfolio, value $2,894,573.

    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 311,355 shares
    Change vs previous 13F +42,858 shares

    0.12% of the 13F portfolio, value $9,648,903.

    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 268,497 shares
    Change vs previous 13F -113,543 shares

    0.08% of the 13F portfolio, value $7,069,533.

    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 382,040 shares
    Change vs previous 13F -17,740 shares

    0.12% of the 13F portfolio, value $10,853,751.

    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 399,780 shares
    Change vs previous 13F +13,085 shares

    0.12% of the 13F portfolio, value $10,622,146.

    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 386,695 shares
    Change vs previous 13F -6,098 shares

    0.1% of the 13F portfolio, value $8,797,320.

    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 392,793 shares
    Change vs previous 13F -7,756 shares

    0.11% of the 13F portfolio, value $8,555,027.

    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 400,549 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $8,147,168.

    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).