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Atria Wealth Solutions, Inc.: STX position timeline

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

Atria Wealth Solutions, Inc. held 14,055 STX 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 14,055 shares
    Change vs previous 13F -7,532 shares

    0.05% of the 13F portfolio, value $2,046,427.

    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 21,587 shares
    Change vs previous 13F -2,095 shares

    0.02% of the 13F portfolio, value $1,849,154.

    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 23,682 shares
    Change vs previous 13F +2,341 shares

    0.02% of the 13F portfolio, value $2,059,030.

    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 21,341 shares
    Change vs previous 13F -2,150 shares

    0.03% of the 13F portfolio, value $2,351,433.

    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 23,491 shares
    Change vs previous 13F +1,156 shares

    0.03% of the 13F portfolio, value $2,439,655.

    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 22,335 shares
    Change vs previous 13F -2,767 shares

    0.02% of the 13F portfolio, value $2,093,943.

    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 25,102 shares
    Change vs previous 13F +87 shares

    0.03% of the 13F portfolio, value $2,151,925.

    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 25,015 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,658,343.

    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).