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Disclosery

Atria Wealth Solutions, Inc.: XEL position timeline

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

Atria Wealth Solutions, Inc. held 4,171 XEL 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 4,171 shares
    Change vs previous 13F -5,770 shares

    0.01% of the 13F portfolio, value $284,946.

    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 9,941 shares
    Change vs previous 13F -6,574 shares

    0.01% of the 13F portfolio, value $704,110.

    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 16,515 shares
    Change vs previous 13F +8,868 shares

    0.01% of the 13F portfolio, value $1,115,061.

    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 7,647 shares
    Change vs previous 13F -306 shares

    0.01% of the 13F portfolio, value $499,373.

    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 7,953 shares
    Change vs previous 13F -9,776 shares

    <0.01% of the 13F portfolio, value $424,774.

    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 17,729 shares
    Change vs previous 13F +9,507 shares

    0.01% of the 13F portfolio, value $961,286.

    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 8,222 shares
    Change vs previous 13F -1,613 shares

    0.01% of the 13F portfolio, value $509,003.

    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 9,835 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $562,778.

    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).