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Disclosery

Atria Wealth Solutions, Inc.: XBI position timeline

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

Atria Wealth Solutions, Inc. held 6,133 XBI 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 6,133 shares
    Change vs previous 13F -5,977 shares

    0.01% of the 13F portfolio, value $511,663.

    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 12,110 shares
    Change vs previous 13F -2,438 shares

    0.01% of the 13F portfolio, value $982,065.

    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 14,548 shares
    Change vs previous 13F +2,822 shares

    0.01% of the 13F portfolio, value $1,310,213.

    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 11,726 shares
    Change vs previous 13F -4,871 shares

    0.01% of the 13F portfolio, value $1,158,467.

    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 16,597 shares
    Change vs previous 13F +5,962 shares

    0.02% of the 13F portfolio, value $1,538,629.

    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 10,635 shares
    Change vs previous 13F +1,251 shares

    0.01% of the 13F portfolio, value $1,009,165.

    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 9,384 shares
    Change vs previous 13F +5,586 shares

    0.01% of the 13F portfolio, value $837,906.

    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 3,798 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $277,358.

    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).