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Atria Wealth Solutions, Inc.: SLYV position timeline

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

Atria Wealth Solutions, Inc. held 19,307 SLYV 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 19,307 shares
    Change vs previous 13F +6,574 shares

    0.04% of the 13F portfolio, value $1,574,399.

    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 12,733 shares
    Change vs previous 13F -1,388 shares

    0.01% of the 13F portfolio, value $998,258.

    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 14,121 shares
    Change vs previous 13F -232 shares

    0.01% of the 13F portfolio, value $1,232,016.

    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 14,353 shares
    Change vs previous 13F -12,723 shares

    0.01% of the 13F portfolio, value $1,246,142.

    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 27,076 shares
    Change vs previous 13F +4,260 shares

    0.02% of the 13F portfolio, value $2,120,308.

    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 22,816 shares
    Change vs previous 13F -1,653 shares

    0.02% of the 13F portfolio, value $1,892,968.

    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 24,469 shares
    Change vs previous 13F -37 shares

    0.03% of the 13F portfolio, value $2,038,538.

    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 24,506 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,773,496.

    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).