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Atria Wealth Solutions, Inc.: XHB position timeline

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

Atria Wealth Solutions, Inc. held 3,985 XHB 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 3,985 shares
    Change vs previous 13F -138 shares

    0.01% of the 13F portfolio, value $392,801.

    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 4,123 shares
    Change vs previous 13F +122 shares

    <0.01% of the 13F portfolio, value $399,519.

    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 4,001 shares
    Change vs previous 13F -5,244 shares

    <0.01% of the 13F portfolio, value $418,105.

    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 9,245 shares
    Change vs previous 13F -13,528 shares

    0.01% of the 13F portfolio, value $1,151,565.

    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 22,773 shares
    Change vs previous 13F -1,255 shares

    0.03% of the 13F portfolio, value $2,301,895.

    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 24,028 shares
    Change vs previous 13F +16,853 shares

    0.03% of the 13F portfolio, value $2,681,284.

    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 7,175 shares
    Change vs previous 13F -24,743 shares

    0.01% of the 13F portfolio, value $686,361.

    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 31,918 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,443,933.

    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).