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Atria Wealth Solutions, Inc.: SOXX position timeline

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

Atria Wealth Solutions, Inc. held 14,002 SOXX 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 14,002 shares
    Change vs previous 13F -30,909 shares

    0.08% of the 13F portfolio, value $3,350,624.

    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 44,911 shares
    Change vs previous 13F -6,890 shares

    0.1% of the 13F portfolio, value $8,450,829.

    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 51,801 shares
    Change vs previous 13F -6,167 shares

    0.12% of the 13F portfolio, value $11,162,757.

    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 57,968 shares
    Change vs previous 13F -74 shares

    0.15% of the 13F portfolio, value $13,367,056.

    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 58,042 shares
    Change vs previous 13F -5,288 shares

    0.16% of the 13F portfolio, value $14,315,003.

    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 63,330 shares
    Change vs previous 13F +37,740 shares

    0.16% of the 13F portfolio, value $14,307,248.

    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 25,590 shares
    Change vs previous 13F +2,120 shares

    0.19% of the 13F portfolio, value $14,742,228.

    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 23,470 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $11,141,296.

    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).