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Atria Wealth Solutions, Inc.: XLE position timeline

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

Atria Wealth Solutions, Inc. held 40,213 XLE 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 40,213 shares
    Change vs previous 13F -63,587 shares

    0.08% of the 13F portfolio, value $3,438,252.

    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 103,800 shares
    Change vs previous 13F -41,656 shares

    0.12% of the 13F portfolio, value $9,700,153.

    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 145,456 shares
    Change vs previous 13F -17,420 shares

    0.14% of the 13F portfolio, value $12,459,831.

    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 162,876 shares
    Change vs previous 13F -14,316 shares

    0.16% of the 13F portfolio, value $14,300,546.

    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 177,192 shares
    Change vs previous 13F -4,117 shares

    0.18% of the 13F portfolio, value $16,151,035.

    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 181,309 shares
    Change vs previous 13F -9,188 shares

    0.19% of the 13F portfolio, value $17,117,415.

    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 190,497 shares
    Change vs previous 13F -7,389 shares

    0.2% of the 13F portfolio, value $15,971,215.

    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 197,886 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $17,886,815.

    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).