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Atria Wealth Solutions, Inc.: XLC position timeline

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

Atria Wealth Solutions, Inc. held 33,003 XLC 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 33,003 shares
    Change vs previous 13F -14,838 shares

    0.08% of the 13F portfolio, value $3,577,947.

    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 47,841 shares
    Change vs previous 13F +10,541 shares

    0.06% of the 13F portfolio, value $4,614,268.

    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 37,300 shares
    Change vs previous 13F +11,558 shares

    0.04% of the 13F portfolio, value $3,610,949.

    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 25,742 shares
    Change vs previous 13F -8,200 shares

    0.03% of the 13F portfolio, value $2,327,099.

    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 33,942 shares
    Change vs previous 13F +4,867 shares

    0.03% of the 13F portfolio, value $2,907,534.

    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 29,075 shares
    Change vs previous 13F +3,871 shares

    0.03% of the 13F portfolio, value $2,374,291.

    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 25,204 shares
    Change vs previous 13F +8,178 shares

    0.02% of the 13F portfolio, value $1,831,306.

    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 17,026 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,116,412.

    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).