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Atria Wealth Solutions, Inc.: XAWFX position timeline

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

Atria Wealth Solutions, Inc. held 43,092 XAWFX 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 43,092 shares
    Change vs previous 13F +1,174 shares

    0.01% of the 13F portfolio, value $475,589.

    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 41,918 shares
    Change vs previous 13F -8,696 shares

    0.01% of the 13F portfolio, value $449,783.

    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 50,614 shares
    Change vs previous 13F +5,613 shares

    0.01% of the 13F portfolio, value $543,809.

    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 45,001 shares
    Change vs previous 13F +15,604 shares

    0.01% of the 13F portfolio, value $510,311.

    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 29,397 shares
    Change vs previous 13F +2,590 shares

    <0.01% of the 13F portfolio, value $308,083.

    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 26,807 shares
    Change vs previous 13F -5,792 shares

    <0.01% of the 13F portfolio, value $284,693.

    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 32,599 shares
    Change vs previous 13F -689 shares

    <0.01% of the 13F portfolio, value $330,517.

    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 33,288 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $322,895.

    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).