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Atria Wealth Solutions, Inc.: XLG position timeline

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

Atria Wealth Solutions, Inc. held 76,696 XLG 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 76,696 shares
    Change vs previous 13F -25,226 shares

    0.09% of the 13F portfolio, value $4,000,829.

    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 101,922 shares
    Change vs previous 13F +7,852 shares

    0.06% of the 13F portfolio, value $4,690,509.

    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 94,070 shares
    Change vs previous 13F +21,962 shares

    0.05% of the 13F portfolio, value $4,699,726.

    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 72,108 shares
    Change vs previous 13F +9,972 shares

    0.04% of the 13F portfolio, value $3,427,306.

    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 62,136 shares
    Change vs previous 13F +15,021 shares

    0.03% of the 13F portfolio, value $2,842,747.

    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 47,115 shares
    Change vs previous 13F +21,750 shares

    0.02% of the 13F portfolio, value $1,984,978.

    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 25,365 shares
    Change vs previous 13F +15,400 shares

    0.01% of the 13F portfolio, value $956,778.

    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 9,965 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $338,411.

    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).