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Atria Wealth Solutions, Inc.: SLYG position timeline

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

Atria Wealth Solutions, Inc. held 10,310 SLYG 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 10,310 shares
    Change vs previous 13F -8,586 shares

    0.02% of the 13F portfolio, value $919,137.

    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 18,896 shares
    Change vs previous 13F +1,818 shares

    0.02% of the 13F portfolio, value $1,568,362.

    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 17,078 shares
    Change vs previous 13F -935 shares

    0.02% of the 13F portfolio, value $1,542,992.

    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 18,013 shares
    Change vs previous 13F -2,913 shares

    0.02% of the 13F portfolio, value $1,677,224.

    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 20,926 shares
    Change vs previous 13F -219 shares

    0.02% of the 13F portfolio, value $1,796,684.

    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 21,145 shares
    Change vs previous 13F +652 shares

    0.02% of the 13F portfolio, value $1,844,480.

    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 20,493 shares
    Change vs previous 13F +2,288 shares

    0.02% of the 13F portfolio, value $1,713,826.

    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 18,205 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,333,832.

    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).