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Atria Wealth Solutions, Inc.: XLK position timeline

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

Atria Wealth Solutions, Inc. held 75,646 XLK 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 75,646 shares
    Change vs previous 13F -74,123 shares

    0.43% of the 13F portfolio, value $19,172,891.

    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 149,769 shares
    Change vs previous 13F -17,915 shares

    0.37% of the 13F portfolio, value $30,924,527.

    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 167,684 shares
    Change vs previous 13F -2,875 shares

    0.43% of the 13F portfolio, value $38,989,812.

    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 170,559 shares
    Change vs previous 13F -20,992 shares

    0.42% of the 13F portfolio, value $38,505,668.

    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 191,551 shares
    Change vs previous 13F -28,978 shares

    0.48% of the 13F portfolio, value $43,334,512.

    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 220,529 shares
    Change vs previous 13F +12,706 shares

    0.52% of the 13F portfolio, value $45,929,685.

    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 207,823 shares
    Change vs previous 13F +16,163 shares

    0.5% of the 13F portfolio, value $40,001,922.

    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 191,660 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $31,418,991.

    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).