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Atria Wealth Solutions, Inc.: XFRAX position timeline

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

Atria Wealth Solutions, Inc. held 22,964 XFRAX 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 22,964 shares
    Change vs previous 13F -1,335 shares

    0.01% of the 13F portfolio, value $301,747.

    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 24,299 shares
    Change vs previous 13F -1,799 shares

    <0.01% of the 13F portfolio, value $313,943.

    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 26,098 shares
    Change vs previous 13F -1,407 shares

    <0.01% of the 13F portfolio, value $358,848.

    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 27,505 shares
    Change vs previous 13F -400 shares

    <0.01% of the 13F portfolio, value $363,066.

    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 27,905 shares
    Change vs previous 13F -1,029 shares

    <0.01% of the 13F portfolio, value $361,091.

    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 28,934 shares
    Change vs previous 13F -7,147 shares

    <0.01% of the 13F portfolio, value $373,827.

    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 36,081 shares
    Change vs previous 13F -1,000 shares

    0.01% of the 13F portfolio, value $456,785.

    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 37,081 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $467,962.

    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).