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Atria Wealth Solutions, Inc.: XLV position timeline

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

Atria Wealth Solutions, Inc. held 34,139 XLV 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 34,139 shares
    Change vs previous 13F -116,418 shares

    0.1% of the 13F portfolio, value $4,602,445.

    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 150,557 shares
    Change vs previous 13F -13,264 shares

    0.26% of the 13F portfolio, value $21,982,878.

    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 163,821 shares
    Change vs previous 13F -17,546 shares

    0.25% of the 13F portfolio, value $22,536,932.

    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 181,367 shares
    Change vs previous 13F +368 shares

    0.3% of the 13F portfolio, value $27,934,151.

    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 180,999 shares
    Change vs previous 13F +14,621 shares

    0.29% of the 13F portfolio, value $26,380,567.

    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 166,378 shares
    Change vs previous 13F +15,748 shares

    0.28% of the 13F portfolio, value $24,579,005.

    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 150,630 shares
    Change vs previous 13F -5,752 shares

    0.26% of the 13F portfolio, value $20,542,857.

    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 156,382 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $20,132,483.

    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).