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Atria Wealth Solutions, Inc.: XEVVX position timeline

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

Atria Wealth Solutions, Inc. held 28,984 XEVVX 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 28,984 shares
    Change vs previous 13F -15,051 shares

    0.01% of the 13F portfolio, value $297,371.

    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 44,035 shares
    Change vs previous 13F -14,316 shares

    0.01% of the 13F portfolio, value $439,466.

    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 58,351 shares
    Change vs previous 13F +72 shares

    0.01% of the 13F portfolio, value $570,087.

    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 58,279 shares
    Change vs previous 13F +10,307 shares

    0.01% of the 13F portfolio, value $612,512.

    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 47,972 shares
    Change vs previous 13F -10,451 shares

    0.01% of the 13F portfolio, value $467,246.

    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 58,423 shares
    Change vs previous 13F -11,277 shares

    0.01% of the 13F portfolio, value $569,628.

    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 69,700 shares
    Change vs previous 13F +21,310 shares

    0.01% of the 13F portfolio, value $667,729.

    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 48,390 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $437,449.

    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).