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Atria Wealth Solutions, Inc.: SMH position timeline

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

Atria Wealth Solutions, Inc. held 57,735 SMH 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 57,735 shares
    Change vs previous 13F -26,810 shares

    0.37% of the 13F portfolio, value $16,135,179.

    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 84,545 shares
    Change vs previous 13F -8,266 shares

    0.22% of the 13F portfolio, value $17,878,887.

    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 92,811 shares
    Change vs previous 13F +10,279 shares

    0.25% of the 13F portfolio, value $22,476,239.

    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 82,532 shares
    Change vs previous 13F -3,148 shares

    0.22% of the 13F portfolio, value $20,257,483.

    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 85,680 shares
    Change vs previous 13F +26,688 shares

    0.25% of the 13F portfolio, value $22,336,756.

    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 58,992 shares
    Change vs previous 13F +25,432 shares

    0.15% of the 13F portfolio, value $13,272,613.

    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 33,560 shares
    Change vs previous 13F +3,643 shares

    0.07% of the 13F portfolio, value $5,868,706.

    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 29,917 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $4,337,269.

    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).