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Atria Wealth Solutions, Inc.: XCMUX position timeline

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

Atria Wealth Solutions, Inc. held 21,725 XCMUX 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 21,725 shares
    Change vs previous 13F +2,749 shares

    <0.01% of the 13F portfolio, value $72,127.

    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 18,976 shares
    Change vs previous 13F -17,859 shares

    <0.01% of the 13F portfolio, value $66,226.

    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 36,835 shares
    Change vs previous 13F +16,633 shares

    <0.01% of the 13F portfolio, value $129,659.

    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 20,202 shares
    Change vs previous 13F +1,000 shares

    <0.01% of the 13F portfolio, value $74,040.

    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 19,202 shares
    Change vs previous 13F +2,134 shares

    <0.01% of the 13F portfolio, value $65,863.

    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 17,068 shares
    Change vs previous 13F -60,807 shares

    <0.01% of the 13F portfolio, value $56,836.

    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 77,875 shares
    Change vs previous 13F -1,028 shares

    <0.01% of the 13F portfolio, value $257,766.

    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 78,903 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $246,966.

    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).