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Atria Wealth Solutions, Inc.: SRE position timeline

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

Atria Wealth Solutions, Inc. held 8,175 SRE 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 8,175 shares
    Change vs previous 13F -15,215 shares

    0.01% of the 13F portfolio, value $623,873.

    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 23,390 shares
    Change vs previous 13F -12,443 shares

    0.02% of the 13F portfolio, value $1,674,149.

    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 35,833 shares
    Change vs previous 13F +8,208 shares

    0.03% of the 13F portfolio, value $3,147,965.

    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 27,625 shares
    Change vs previous 13F +289 shares

    0.03% of the 13F portfolio, value $2,314,714.

    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 27,336 shares
    Change vs previous 13F -592 shares

    0.02% of the 13F portfolio, value $2,083,901.

    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 27,928 shares
    Change vs previous 13F -1,076 shares

    0.02% of the 13F portfolio, value $2,022,756.

    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 29,004 shares
    Change vs previous 13F +2,053 shares

    0.03% of the 13F portfolio, value $2,172,449.

    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 26,951 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,836,020.

    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).