Skip to content
Disclosery

Atria Wealth Solutions, Inc.: XFOFX position timeline

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

Atria Wealth Solutions, Inc. held 25,833 XFOFX 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 25,833 shares
    Change vs previous 13F +8,995 shares

    0.01% of the 13F portfolio, value $326,012.

    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 16,838 shares
    Change vs previous 13F -81 shares

    <0.01% of the 13F portfolio, value $203,235.

    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 16,919 shares
    Change vs previous 13F -439 shares

    <0.01% of the 13F portfolio, value $214,871.

    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 17,358 shares
    Change vs previous 13F -1,288 shares

    <0.01% of the 13F portfolio, value $225,654.

    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 18,646 shares
    Change vs previous 13F -1,990 shares

    <0.01% of the 13F portfolio, value $222,820.

    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 20,636 shares
    Change vs previous 13F -4,245 shares

    <0.01% of the 13F portfolio, value $241,235.

    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 24,881 shares
    Change vs previous 13F -9,073 shares

    <0.01% of the 13F portfolio, value $278,667.

    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 33,954 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $350,405.

    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).