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Atria Wealth Solutions, Inc.: XLY position timeline

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

Atria Wealth Solutions, Inc. held 13,132 XLY 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 13,132 shares
    Change vs previous 13F -17,348 shares

    0.06% of the 13F portfolio, value $2,856,347.

    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 30,480 shares
    Change vs previous 13F -7,390 shares

    0.07% of the 13F portfolio, value $6,018,721.

    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 37,870 shares
    Change vs previous 13F +9,864 shares

    0.09% of the 13F portfolio, value $8,496,161.

    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 28,006 shares
    Change vs previous 13F -8,190 shares

    0.06% of the 13F portfolio, value $5,611,685.

    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 36,196 shares
    Change vs previous 13F +2,884 shares

    0.07% of the 13F portfolio, value $6,602,044.

    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 33,312 shares
    Change vs previous 13F +5,034 shares

    0.07% of the 13F portfolio, value $6,125,702.

    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 28,278 shares
    Change vs previous 13F -365 shares

    0.06% of the 13F portfolio, value $5,056,448.

    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 28,643 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $4,610,872.

    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).