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Disclosery

Atria Wealth Solutions, Inc.: SYY position timeline

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

Atria Wealth Solutions, Inc. held 30,445 SYY 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 30,445 shares
    Change vs previous 13F -38,559 shares

    0.05% of the 13F portfolio, value $2,307,310.

    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 69,004 shares
    Change vs previous 13F +423 shares

    0.06% of the 13F portfolio, value $5,178,033.

    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 68,581 shares
    Change vs previous 13F +9,913 shares

    0.06% of the 13F portfolio, value $5,243,699.

    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 58,668 shares
    Change vs previous 13F +2,944 shares

    0.05% of the 13F portfolio, value $4,579,640.

    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 55,724 shares
    Change vs previous 13F -374 shares

    0.04% of the 13F portfolio, value $3,978,106.

    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 56,098 shares
    Change vs previous 13F +3,538 shares

    0.05% of the 13F portfolio, value $4,553,999.

    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 52,560 shares
    Change vs previous 13F +7,156 shares

    0.05% of the 13F portfolio, value $3,843,740.

    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 45,404 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,998,986.

    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).