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Atria Wealth Solutions, Inc.: XEXGX position timeline

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

Atria Wealth Solutions, Inc. held 63,736 XEXGX 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 63,736 shares
    Change vs previous 13F +30,307 shares

    0.01% of the 13F portfolio, value $557,694.

    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 33,429 shares
    Change vs previous 13F -487 shares

    <0.01% of the 13F portfolio, value $272,119.

    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 33,916 shares
    Change vs previous 13F -1,200 shares

    <0.01% of the 13F portfolio, value $277,100.

    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 35,116 shares
    Change vs previous 13F +994 shares

    <0.01% of the 13F portfolio, value $306,219.

    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 34,122 shares
    Change vs previous 13F +8,756 shares

    <0.01% of the 13F portfolio, value $288,338.

    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 25,366 shares
    Change vs previous 13F +3,900 shares

    <0.01% of the 13F portfolio, value $206,989.

    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 21,466 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $165,720.

    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 21,466 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $158,207.

    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).