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Atria Wealth Solutions, Inc.: XLU position timeline

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

Atria Wealth Solutions, Inc. held 93,236 XLU 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 93,236 shares
    Change vs previous 13F -88,574 shares

    0.17% of the 13F portfolio, value $7,616,437.

    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 181,810 shares
    Change vs previous 13F -6,780 shares

    0.17% of the 13F portfolio, value $14,335,636.

    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 188,590 shares
    Change vs previous 13F +13,496 shares

    0.16% of the 13F portfolio, value $14,274,349.

    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 175,094 shares
    Change vs previous 13F +22,801 shares

    0.15% of the 13F portfolio, value $14,144,085.

    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 152,293 shares
    Change vs previous 13F -5,882 shares

    0.12% of the 13F portfolio, value $10,377,197.

    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 158,175 shares
    Change vs previous 13F -4,127 shares

    0.12% of the 13F portfolio, value $10,384,260.

    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 162,302 shares
    Change vs previous 13F -126,862 shares

    0.13% of the 13F portfolio, value $10,278,657.

    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 289,164 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $17,040,441.

    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).