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Atria Wealth Solutions, Inc.: XLP position timeline

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

Atria Wealth Solutions, Inc. held 86,029 XLP 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 86,029 shares
    Change vs previous 13F -27,637 shares

    0.16% of the 13F portfolio, value $6,971,986.

    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 113,666 shares
    Change vs previous 13F -18,090 shares

    0.11% of the 13F portfolio, value $9,283,058.

    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 131,756 shares
    Change vs previous 13F +1,853 shares

    0.11% of the 13F portfolio, value $10,357,373.

    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 129,903 shares
    Change vs previous 13F +18,571 shares

    0.12% of the 13F portfolio, value $10,781,914.

    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 111,332 shares
    Change vs previous 13F +1,637 shares

    0.09% of the 13F portfolio, value $8,525,868.

    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 109,695 shares
    Change vs previous 13F -19,008 shares

    0.09% of the 13F portfolio, value $8,376,282.

    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 128,703 shares
    Change vs previous 13F -10,151 shares

    0.12% of the 13F portfolio, value $9,270,490.

    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 138,854 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $9,554,526.

    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).