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Atria Wealth Solutions, Inc.: USXF position timeline

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

Atria Wealth Solutions, Inc. held 20,708 USXF 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 20,708 shares
    Change vs previous 13F -109,821 shares

    0.03% of the 13F portfolio, value $1,123,787.

    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 130,529 shares
    Change vs previous 13F -9,878 shares

    0.07% of the 13F portfolio, value $6,091,811.

    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 140,407 shares
    Change vs previous 13F +7,879 shares

    0.08% of the 13F portfolio, value $6,981,042.

    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 132,528 shares
    Change vs previous 13F +827 shares

    0.07% of the 13F portfolio, value $6,504,495.

    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 131,701 shares
    Change vs previous 13F -165 shares

    0.07% of the 13F portfolio, value $6,134,650.

    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 131,866 shares
    Change vs previous 13F +10,255 shares

    0.07% of the 13F portfolio, value $5,953,750.

    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 121,611 shares
    Change vs previous 13F +11,082 shares

    0.06% of the 13F portfolio, value $4,842,550.

    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 110,529 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $3,844,623.

    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).