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Disclosery

Atria Wealth Solutions, Inc.: SYK position timeline

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

Atria Wealth Solutions, Inc. held 2,706 SYK 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 2,706 shares
    Change vs previous 13F -13,376 shares

    0.02% of the 13F portfolio, value $1,071,888.

    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 16,082 shares
    Change vs previous 13F -525 shares

    0.07% of the 13F portfolio, value $5,994,330.

    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 16,607 shares
    Change vs previous 13F +389 shares

    0.07% of the 13F portfolio, value $5,986,687.

    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 16,218 shares
    Change vs previous 13F -672 shares

    0.06% of the 13F portfolio, value $5,866,010.

    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 16,890 shares
    Change vs previous 13F -472 shares

    0.06% of the 13F portfolio, value $5,753,858.

    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 17,362 shares
    Change vs previous 13F -130 shares

    0.07% of the 13F portfolio, value $6,220,483.

    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 17,492 shares
    Change vs previous 13F +128 shares

    0.07% of the 13F portfolio, value $5,244,970.

    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 17,364 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $4,751,409.

    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).