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Atria Wealth Solutions, Inc.: XAR position timeline

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

Atria Wealth Solutions, Inc. held 17,091 XAR 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 17,091 shares
    Change vs previous 13F -8,386 shares

    0.08% of the 13F portfolio, value $3,601,282.

    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 25,477 shares
    Change vs previous 13F +4,014 shares

    0.05% of the 13F portfolio, value $4,093,947.

    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 21,463 shares
    Change vs previous 13F +1,799 shares

    0.04% of the 13F portfolio, value $3,559,009.

    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 19,664 shares
    Change vs previous 13F -7,472 shares

    0.03% of the 13F portfolio, value $3,094,020.

    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 27,136 shares
    Change vs previous 13F +1,827 shares

    0.04% of the 13F portfolio, value $3,798,521.

    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 25,309 shares
    Change vs previous 13F +5,619 shares

    0.04% of the 13F portfolio, value $3,556,177.

    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 19,690 shares
    Change vs previous 13F +2,959 shares

    0.03% of the 13F portfolio, value $2,666,385.

    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 16,731 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,875,569.

    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).