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Atria Wealth Solutions, Inc.: XLI position timeline

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

Atria Wealth Solutions, Inc. held 45,181 XLI 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 45,181 shares
    Change vs previous 13F -1,926 shares

    0.15% of the 13F portfolio, value $6,678,218.

    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 47,107 shares
    Change vs previous 13F +12,570 shares

    0.07% of the 13F portfolio, value $6,174,220.

    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 34,537 shares
    Change vs previous 13F -4,488 shares

    0.05% of the 13F portfolio, value $4,550,552.

    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 39,025 shares
    Change vs previous 13F -10,883 shares

    0.06% of the 13F portfolio, value $5,285,499.

    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 49,908 shares
    Change vs previous 13F +6,619 shares

    0.07% of the 13F portfolio, value $6,082,280.

    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 43,289 shares
    Change vs previous 13F +6,735 shares

    0.06% of the 13F portfolio, value $5,452,675.

    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 36,554 shares
    Change vs previous 13F -4,054 shares

    0.05% of the 13F portfolio, value $4,166,806.

    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 40,608 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $4,116,821.

    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).