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Atria Wealth Solutions, Inc.: XMHQ position timeline

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

Atria Wealth Solutions, Inc. held 82,783 XMHQ 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 82,783 shares
    Change vs previous 13F -68,802 shares

    0.18% of the 13F portfolio, value $8,150,301.

    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 151,585 shares
    Change vs previous 13F -7,291 shares

    0.17% of the 13F portfolio, value $13,874,606.

    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 158,876 shares
    Change vs previous 13F +26,863 shares

    0.17% of the 13F portfolio, value $15,644,524.

    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 132,013 shares
    Change vs previous 13F +10,474 shares

    0.15% of the 13F portfolio, value $13,541,889.

    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 121,539 shares
    Change vs previous 13F +6,232 shares

    0.13% of the 13F portfolio, value $11,792,950.

    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 115,307 shares
    Change vs previous 13F +44,952 shares

    0.14% of the 13F portfolio, value $12,689,609.

    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 70,355 shares
    Change vs previous 13F +18,520 shares

    0.08% of the 13F portfolio, value $6,241,307.

    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 51,835 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $4,174,825.

    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).