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Atria Wealth Solutions, Inc.: XCHYX position timeline

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

Atria Wealth Solutions, Inc. held 25,100 XCHYX 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 25,100 shares
    Change vs previous 13F +1,964 shares

    0.01% of the 13F portfolio, value $275,854.

    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 23,136 shares
    Change vs previous 13F +1,310 shares

    <0.01% of the 13F portfolio, value $233,676.

    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 21,826 shares
    Change vs previous 13F -980 shares

    <0.01% of the 13F portfolio, value $265,903.

    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 22,806 shares
    Change vs previous 13F +308 shares

    <0.01% of the 13F portfolio, value $272,076.

    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 22,498 shares
    Change vs previous 13F -899 shares

    <0.01% of the 13F portfolio, value $251,073.

    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 23,397 shares
    Change vs previous 13F +662 shares

    <0.01% of the 13F portfolio, value $276,313.

    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 22,735 shares
    Change vs previous 13F +641 shares

    <0.01% of the 13F portfolio, value $261,620.

    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 22,094 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $246,574.

    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).