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Atria Wealth Solutions, Inc.: XEVTX position timeline

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

Atria Wealth Solutions, Inc. held 13,712 XEVTX 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 13,712 shares
    Change vs previous 13F +2,064 shares

    0.01% of the 13F portfolio, value $330,465.

    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 11,648 shares
    Change vs previous 13F -1,436 shares

    <0.01% of the 13F portfolio, value $271,057.

    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 13,084 shares
    Change vs previous 13F -601 shares

    <0.01% of the 13F portfolio, value $314,671.

    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 13,685 shares
    Change vs previous 13F -2,718 shares

    <0.01% of the 13F portfolio, value $337,885.

    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 16,403 shares
    Change vs previous 13F -12,718 shares

    <0.01% of the 13F portfolio, value $382,022.

    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 29,121 shares
    Change vs previous 13F -10,457 shares

    0.01% of the 13F portfolio, value $687,278.

    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 39,578 shares
    Change vs previous 13F -6,219 shares

    0.01% of the 13F portfolio, value $880,602.

    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 45,797 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $969,985.

    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).