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Atria Wealth Solutions, Inc.: XLRE position timeline

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

Atria Wealth Solutions, Inc. held 46,741 XLRE 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 46,741 shares
    Change vs previous 13F -28,972 shares

    0.04% of the 13F portfolio, value $1,937,441.

    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 75,713 shares
    Change vs previous 13F +590 shares

    0.04% of the 13F portfolio, value $3,168,598.

    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 75,123 shares
    Change vs previous 13F +11,074 shares

    0.03% of the 13F portfolio, value $3,055,217.

    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 64,049 shares
    Change vs previous 13F +8,879 shares

    0.03% of the 13F portfolio, value $2,861,104.

    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 55,170 shares
    Change vs previous 13F +658 shares

    0.02% of the 13F portfolio, value $2,119,073.

    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 54,512 shares
    Change vs previous 13F +1,370 shares

    0.02% of the 13F portfolio, value $2,154,868.

    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 53,142 shares
    Change vs previous 13F +10,696 shares

    0.03% of the 13F portfolio, value $2,128,857.

    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 42,446 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,446,112.

    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).