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Atria Wealth Solutions, Inc.: XETYX position timeline

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

Atria Wealth Solutions, Inc. held 54,625 XETYX 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 54,625 shares
    Change vs previous 13F +25,689 shares

    0.02% of the 13F portfolio, value $845,049.

    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 28,936 shares
    Change vs previous 13F -6,626 shares

    <0.01% of the 13F portfolio, value $412,627.

    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 35,562 shares
    Change vs previous 13F -8,990 shares

    0.01% of the 13F portfolio, value $531,645.

    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 44,552 shares
    Change vs previous 13F -2,001 shares

    0.01% of the 13F portfolio, value $652,684.

    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 46,553 shares
    Change vs previous 13F -5,813 shares

    0.01% of the 13F portfolio, value $654,064.

    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 52,366 shares
    Change vs previous 13F -8,661 shares

    0.01% of the 13F portfolio, value $699,608.

    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 61,027 shares
    Change vs previous 13F -10,167 shares

    0.01% of the 13F portfolio, value $744,008.

    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 71,194 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $821,588.

    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).