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Atria Wealth Solutions, Inc.: XME position timeline

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

Atria Wealth Solutions, Inc. held 13,797 XME 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 13,797 shares
    Change vs previous 13F -105 shares

    0.02% of the 13F portfolio, value $950,291.

    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 13,902 shares
    Change vs previous 13F +1,165 shares

    0.01% of the 13F portfolio, value $778,373.

    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 12,737 shares
    Change vs previous 13F +6,780 shares

    0.01% of the 13F portfolio, value $722,825.

    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 5,957 shares
    Change vs previous 13F -752 shares

    <0.01% of the 13F portfolio, value $379,580.

    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 6,709 shares
    Change vs previous 13F -246 shares

    <0.01% of the 13F portfolio, value $398,045.

    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 6,955 shares
    Change vs previous 13F -150 shares

    <0.01% of the 13F portfolio, value $419,247.

    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 7,105 shares
    Change vs previous 13F -118 shares

    0.01% of the 13F portfolio, value $425,092.

    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 7,223 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $379,208.

    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).